Retirement Plan Sales Consultant
CBIZHighlight
Summary
About the Role
About You
- 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.
- 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.
- 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.
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.
CBIZ, Inc. (NYSE: CBZ) 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 22 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines