Retirement Plan Sales Consultant

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Scheduled Hours Per Week:

40

Job Code:

BI0385

CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. 

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team in Boston, MA. This role is responsible for driving 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.

The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.

Essential Functions and Primary Duties:

• 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.
  
  

Preferred Qualifications:

• FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
• 5 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 within the 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 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
  
  

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
  
  

Join our team and help businesses and institutions build strong financial futures for their employees.

CBIZ.Jobs Category: Sales

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