Hybrid Retirement Plan Sales Consultant

at CBIZ

• Job title: Retirement Plan Sales Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $80,200 - $120,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Bellevue, United States

About the role

• Retirement Plan Sales Consultant responsible for driving new business growth through group retirement plan sales. Selling solutions like 401(k), 403(b), and other plans to various organizations while maintaining compliance.

Responsibilities

• 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.

Requirements

• High School Diploma or GED equivalent
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior command of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs
• 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
• Bachelor's degree in Finance, Business, or related field preferred

Benefits

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