Retirement Plan Sales Consultant — Uncapped Commission

CBIZ

Atlanta (GA)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary + uncapped commission structure
Comprehensive benefits package
Professional development support

Job summary

A leading financial services firm in Atlanta is seeking a Retirement Plan Sales Consultant to drive business growth by selling retirement plan solutions. The ideal candidate will have 5+ years of experience in retirement plan sales, a strong industry network, and exceptional consultative selling skills. Responsibilities include consulting with clients on retirement plans, maintaining compliance, and achieving sales targets. A Bachelor's degree and FINRA Series 65 license are preferred. A competitive salary and commission structure is offered.

Qualifications

  • 5+ years of experience in retirement plan sales or financial services.
  • FINRA Series 65 license required or ability to obtain before start date.
  • Strong knowledge of ERISA and fiduciary standards.

Responsibilities

  • Drive new business growth by selling retirement plan solutions.
  • Consult with organizations to assess their retirement plan needs.
  • Negotiate and close new business opportunities adhering to compliance.

Skills

Consultative selling
Negotiation
Relationship building
Industry knowledge
Sales strategy

Education

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

Tools

CRM tools

Job description

A leading financial services firm in Atlanta is seeking a Retirement Plan Sales Consultant to drive business growth by selling retirement plan solutions. The ideal candidate will have 5+ years of experience in retirement plan sales, a strong industry network, and exceptional consultative selling skills. Responsibilities include consulting with clients on retirement plans, maintaining compliance, and achieving sales targets. A Bachelor's degree and FINRA Series 65 license are preferred. A competitive salary and commission structure is offered.
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