Retirement Plan Producer
About The Position
CBIZ is seeking a dynamic, results-driven Retirement Plan Sales Consultant to drive new business growth by selling group retirement plan solutions. Products include 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans for businesses, nonprofits, and institutions. The position calls for experience in retirement plan sales, strong industry relationships, and consultative selling to plan sponsors, fiduciaries, and institutional clients. The role involves prospecting, assessing client needs, presenting tailored solutions, negotiating and closing business, and maintaining a pipeline using CRM tools. The Producer works with internal investment, compliance, and plan administration teams, keeps current on industry and regulatory developments, participates in industry and marketing activities, and maintains required licensing and fiduciary compliance. Travel is required based on client and business needs.
Requirements
- FINRA Series 65 license, or FINRA Series 7 and 66.
- At least some relevant industry experience; the posting also identifies 5+ years in retirement plan sales, financial services, or a related field as a preferred qualification.
- Knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
- Strong verbal, written, presentation, negotiation, and relationship-building skills.
- Ability to work independently, stay self-motivated, and meet sales goals.
- Proficient use of applicable technology.
- Ability to communicate verbally and in writing with all levels of the organization, internally and externally.
- Ability to travel based on client and business needs.
- High school diploma or GED equivalent.
- Must obtain required licenses or credentials.
Nice To Haves
- Five or more years of experience in retirement plan sales, financial services, or a related field.
- Existing network of contacts within business and institutional markets.
- Bachelor’s degree in Finance, Business, or a related field.
Responsibilities
- Achieve and exceed assigned sales targets by acquiring new retirement plan clients.
- Identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
- Assess organizations’ retirement plan needs and present tailored solutions aligned with fiduciary obligations and business objectives.
- Negotiate and close new business while adhering to compliance requirements and fiduciary standards.
- Maintain an active sales pipeline and track performance metrics using CRM tools.
- Educate and advise clients on 401(k), 403(b), Defined Benefit, non-qualified, and other retirement solutions in compliance with industry regulations.
- Collaborate with investment advisors, compliance specialists, and plan administrators to support sales and provide a seamless client experience.
- Stay informed about industry trends, regulatory changes, and competitive products.
- Participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract clients.
- Maintain required industry licensing, including FINRA Series 65 or Series 7 and 66, and comply with fiduciary and regulatory responsibilities.
- Travel based on client and business needs.
Benefits
- Competitive base salary with uncapped commission structure.
- Comprehensive benefits package, including health, dental, vision, and 401(k).
- Professional development support and industry training.
- Opportunity for career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
