Retirement Plan Producer

CBIZ•Columbia, MD

3h•$80,000 - $125,000•Hybrid

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 to businesses, nonprofits, and institutions. Solutions include 401(k), 403(b), defined benefit plans, endowments, foundations, and non-qualified plans. The role involves consultative selling to plan sponsors, fiduciaries, and institutional clients, building industry relationships, and acquiring new clients. The position requires travel based on client and business needs.

Requirements

High school diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses or credentials.
FINRA Series 65 license, or Series 7 and 66, or ability to obtain Series 65 before the start date.
Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
Excellent verbal, written, presentation, negotiation, and relationship-building skills.
Proficient use of applicable technology.
Ability to communicate verbally and in writing across all levels of the organization, internally and externally.
Ability to travel based on client and business needs.
Self-motivated, able to work independently, and able to meet sales goals.

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 proactively 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 while ensuring compliance with industry regulations.
Collaborate with investment advisors, compliance specialists, plan administrators, and other internal teams to support sales and deliver a seamless client experience.
Stay informed about industry trends, regulatory changes, and competitive products to provide current guidance.
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 licensing, and fulfill fiduciary and compliance responsibilities.
Travel based on client and business needs.