Retirement Plan Producer

CBIZ • Chicago, IL

1d

About The Position

The Retirement Plan Producer drives new business growth by selling group retirement plan solutions to businesses, nonprofits, and institutions. Solutions include 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans. The role uses consultative selling with plan sponsors, fiduciaries, and institutional clients, and works with internal teams to support sales and provide a seamless client experience.

The producer develops prospective clients, assesses their retirement plan needs, presents tailored solutions, and negotiates and closes new business while following fiduciary, compliance, and regulatory requirements. The position also maintains a sales pipeline, tracks performance using CRM tools, keeps up with industry and regulatory developments, participates in networking and marketing initiatives, and maintains required industry licensing.

Requirements

• FINRA Series 65 license, or Series 7 and 66; alternatively, ability to obtain the Series 65 before the start date.
• At least 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.
• High school diploma or GED equivalent.
• Some relevant industry experience.
• Must obtain required licenses or credentials.
• Superior verbal, written, presentation, and negotiation skills.
• 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.

Nice To Haves

• Existing network of contacts within business and institutional markets.
• Bachelor’s degree in Finance, Business, or a related field.
• Excellent relationship-building skills.
• Self-motivated and able to work independently and meet sales goals.

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 plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
• Collaborate with investment advisors, compliance specialists, and plan administrators to support sales and deliver a seamless client experience.
• Monitor industry trends, regulatory changes, and competitive products to provide current guidance to clients.
• Participate in industry events, networking opportunities, and company marketing initiatives to increase brand visibility and attract clients.
• Maintain required industry licensing and comply with applicable fiduciary and compliance responsibilities.
• Travel as needed 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 within a top 10 public accounting and financial services firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED