CBIZ
Join our team as a
Retirement Plan Sales Consultant —drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non‑qualified plans to businesses, non‑profits, and institutions.
Essential Functions and Primary Duties
Achieve and exceed assigned sales targets through proactive strategy to acquire new retirement plan clients.
Identify and engage prospective clients via 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 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 retirement solutions, ensuring compliance with industry regulations.
Collaborate with internal teams—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.
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, and adhere to fiduciary and compliance responsibilities.
Preferred Qualifications
FINRA Series 65 license required (or Series 7 and 66, or ability to obtain Series 65 before start date).
5+ years of experience in retirement plan sales, financial services, or related field.
Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
Existing network of contacts within business and institutional markets preferred.
Excellent presentation, negotiation, and relationship‑building skills.
Self‑motivated with the ability to work independently and meet sales goals.
Bachelor’s degree in Finance, Business, or related field preferred.
Minimum Qualifications
High School Diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses/credentials.
Superior verbal, written, presentation, and negotiation skills.
Proficient use of applicable technology.
Demonstrated ability to communicate at all organizational levels.
Must be able to travel based on client and business needs.
Compensation & 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.
About CBIZ CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide, offering expertise in accounting, tax, advisory, benefits, insurance, and technology. We help clients anticipate what’s next and discover new ways to accelerate growth.
CBIZ strives to be an employer of choice by creating an environment that appreciates, recognizes, and provides opportunities for team members to grow personally and professionally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Business Consulting and Services
Referrals increase your chances of interviewing at CBIZ by 2x.
Get notified about new Sales Consultant jobs in
Tampa, FL .
#J-18808-Ljbffr
Retirement Plan Sales Consultant —drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non‑qualified plans to businesses, non‑profits, and institutions.
Essential Functions and Primary Duties
Achieve and exceed assigned sales targets through proactive strategy to acquire new retirement plan clients.
Identify and engage prospective clients via 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 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 retirement solutions, ensuring compliance with industry regulations.
Collaborate with internal teams—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.
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, and adhere to fiduciary and compliance responsibilities.
Preferred Qualifications
FINRA Series 65 license required (or Series 7 and 66, or ability to obtain Series 65 before start date).
5+ years of experience in retirement plan sales, financial services, or related field.
Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
Existing network of contacts within business and institutional markets preferred.
Excellent presentation, negotiation, and relationship‑building skills.
Self‑motivated with the ability to work independently and meet sales goals.
Bachelor’s degree in Finance, Business, or related field preferred.
Minimum Qualifications
High School Diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses/credentials.
Superior verbal, written, presentation, and negotiation skills.
Proficient use of applicable technology.
Demonstrated ability to communicate at all organizational levels.
Must be able to travel based on client and business needs.
Compensation & 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.
About CBIZ CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide, offering expertise in accounting, tax, advisory, benefits, insurance, and technology. We help clients anticipate what’s next and discover new ways to accelerate growth.
CBIZ strives to be an employer of choice by creating an environment that appreciates, recognizes, and provides opportunities for team members to grow personally and professionally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Business Consulting and Services
Referrals increase your chances of interviewing at CBIZ by 2x.
Get notified about new Sales Consultant jobs in
Tampa, FL .
#J-18808-Ljbffr