Retirement Plan Sales Consultant

🕒 February 18

🏢🏡 Phoenix – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. • Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors. • Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives. • Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards. • Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth. • Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. • Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience. • Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance. • Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients. • Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

🎯 Requirements

• High School Diploma or GED equivalent • Some relevant industry experience • Must obtain required licenses/credentials • Superior command of verbal, written, presentation, and negotiation skills • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally • Must be able to travel based on client and business needs

🏖️ Benefits

• Competitive base salary + uncapped commission structure • Comprehensive benefits package (health, dental, vision, 401(k), etc.) • Professional development support and industry training • Opportunity for career growth within a top 10 public accounting and financial services firm