Retirement Plan Producer

CBIZ•Columbia, MD

13d•Hybrid

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 consults with plan sponsors, fiduciaries, and institutional clients to understand their needs and recommend tailored solutions aligned with fiduciary obligations and business objectives. The producer develops prospective-client relationships, manages a sales pipeline, negotiates and closes new business, and works with internal investment, compliance, and plan-administration teams to support sales and deliver a seamless client experience. The position also requires keeping current with industry trends and regulatory changes, participating in networking and marketing activities, maintaining required licenses, and meeting compliance and fiduciary responsibilities. Travel is required based on client and business needs.

Requirements

High school diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses and credentials.
FINRA Series 65 license, or Series 7 and 66, or ability to obtain Series 65 before the start date.
Superior verbal, written, presentation, and negotiation skills.
Proficient use of applicable technology.
Ability to communicate verbally and in writing across all organizational levels, internally and externally.
Ability to travel based on client and business needs.

Nice To Haves

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.
Existing network of contacts in business and institutional markets.
Bachelor’s degree in Finance, Business, or a related field.
Self-motivation and ability to work independently and meet sales goals.

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 following 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, ensuring compliance with industry regulations.
Collaborate with investment advisors, compliance specialists, and plan administrators to support sales and client service.
Monitor industry trends, regulatory changes, and competitive products to provide up-to-date guidance.
Participate in industry events, networking opportunities, and company marketing initiatives to increase visibility and attract clients.
Maintain required industry licensing, including FINRA Series 65 or an eligible alternative, and comply with fiduciary and regulatory responsibilities.
Travel based on client and business needs.