Retirement Plan Producer

CBIZ • Houston, TX

4d • 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—including 401(k), 403(b), defined benefit plans, endowments, foundations, and non-qualified plans—to businesses, nonprofits, and institutions. The role involves consultative sales to plan sponsors, fiduciaries, and institutional clients, building relationships, developing new opportunities, and providing guidance on retirement solutions. The successful candidate will maintain required industry licensing and meet applicable fiduciary and compliance responsibilities. The role requires travel based on client and business needs. CBIZ has more than 9,500 team members across 23 major markets.

Requirements

• High school diploma or GED equivalent.
• Some relevant industry experience.
• Must obtain required licenses or credentials.
• FINRA Series 65 license required, or Series 7 and 66, or ability to obtain Series 65 before the start date.
• Five or more 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.
• Excellent presentation, negotiation, and relationship-building skills.
• Self-motivated, able to work independently, and able to meet sales goals.
• 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 preferred.

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 their 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 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 comply with applicable fiduciary and compliance responsibilities.
• Travel based on client and business needs.

Benefits

• Competitive base salary plus 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