Retirement Plan Producer

CBIZ•Houston, TX

4d•Hybrid

About The Position

The Retirement Plan Producer is responsible for driving 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 to understand their needs and present suitable solutions. The position works with internal investment, compliance, and plan administration teams and maintains compliance with applicable fiduciary and regulatory requirements. It requires travel based on client and business needs and is identified as hybrid in the posting.

Requirements

High school diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses or credentials; FINRA Series 65, Series 7 and 66, or the ability to obtain Series 65 before the start date is specified.
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

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.
Excellent presentation, negotiation, and relationship-building skills.
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 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, and plan administrators to support sales and provide 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 build visibility and attract clients.
Maintain required industry licensing and comply with fiduciary and regulatory responsibilities.
Travel as required by client and business needs.