Retirement Plan Sales Consultant

CBIZ; West Conshohocken (PA); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) plan

Professional development

Job summary

CBIZ is seeking a Retirement Plan Sales Consultant to drive new business for group retirement solutions including 401(k), 403(b), DB plans, and non-qualified plans. You will leverage your industry relationships to educate plan sponsors and fiduciaries while meeting fiduciary standards.

You will manage a robust pipeline, engage HR and CFO stakeholders, and collaborate with internal teams to deliver a seamless client experience. This role requires FINRA licensing and travel as needed.

Qualifications

• FINRA Series 65 license required (or Series 7 and 66 or able to obtain 65 before start date).
• 5+ years of retirement plan sales or related financial services experience.
• Solid knowledge of ERISA, fiduciary standards, and regulatory compliance.

Responsibilities

• Achieve and exceed sales targets by acquiring new retirement plan clients.
• Identify prospects via networking, referrals, and direct outreach to business owners, HR, CFOs.
• Consult with organizations to tailor retirement plan solutions aligned with fiduciary and business goals.
• Negotiate and close opportunities while meeting fiduciary/compliance standards.
• Maintain an active pipeline and track metrics using CRM systems.
• Educate clients on 401(k), 403(b), DB plans, non-qualified plans, and related options.

Skills

Prospecting & networking

Consultative selling

Relationship building

CRM proficiency

Negotiation

Education

Bachelor's degree in Finance, Business, or related field

Tools

CRM software

Job description

We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.

Essential Functions and Primary Duties:

• Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
• Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
• Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
• Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
• Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
• Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
• Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
• Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
• Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
• Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Preferred Qualifications:

• FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
• 5+ years of experience in retirement plan sales, financial services, or a related field.
• Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
• Existing network of contacts within the business and institutional markets preferred.
• Excellent presentation, negotiation, and relationship-building skills.
• Self-motivated with the ability to work independently and meet sales goals.
• Bachelor's degree in Finance, Business, or related field preferred.

Compensation & Benefits

Competitive base salary + uncapped commission structureComprehensive benefits package (health, dental, vision, 401(k), etc.)Professional development support and industry trainingOpportunity for career growth within a top 10 public accounting and financial services firm

Minimum Qualifications

High School Diploma or GED equivalent Some relevant industry experienceMust obtain required licenses/credentialsSuperior command of verbal, written, presentation, and negotiation skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyMust be able to travel based on client and business needs

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.