Retirement Plan Sales Consultant responsible for driving business growth by selling retirement plan solutions. Engaging prospective clients and consulting on retirement plan needs for institutions.
CB
CBIZ
Currently Hiring
About the company
CBIZ, Inc.
(NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth.
CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm.
CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution.
For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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165 jobs found
Retirement Plan Sales Consultant driving business growth by selling retirement solutions to businesses and institutions. Proactively engage clients and assess their retirement plan needs while maintaining compliance.
Retirement Plan Sales Consultant responsible for selling group retirement plan solutions in Salt Lake City. Driving new business growth through consultative selling and client engagement strategies.
Retirement Plan Sales Consultant responsible for selling group retirement plan solutions to businesses and institutions. Achieving sales targets and collaborating with internal teams to provide tailored client solutions.
Retirement Plan Sales Consultant responsible for driving business growth by selling retirement plan solutions. Engage prospective clients and present tailored solutions to meet their retirement needs.
Learning & Development Manager overseeing curriculum development for tax technical skills. Support and enhance professional growth through educational programs and resources.
Producer Non - Validated focused on achieving revenue objectives through client consultative sales and personal development planning. Building active prospect pipelines and strategic client relationships in a hybrid role.
Collections Specialist responsible for managing aged accounts and resolving client issues. Working within a team and training on subject matters in a hybrid work environment.
Tax Senior Associate focusing on private client services. Utilizing accounting expertise to support clients in a hybrid work environment.
Tax Manager responsible for tax engagements for private clients at CBIZ. Overseeing team deliverables and providing tax advisory based on industry trends in a hybrid work environment.
Tax Director responsible for expanding existing client revenue and business planning. Leading teams and managing client relationships at CBIZ.
Producer managing consultative sales to new clients in professional services. Building client relationships and achieving revenue objectives through strategic engagement.