Retirement specialist Jobs in Memphis, TN
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Retirement specialist • memphis tn
Last updated: 1 day ago
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 a...Show moreLast updated: 1 day ago
Purpose of Position and Scope of Responsibility : .The Admissions Specialist will coordinate administrative workflows within academic student support services and administrative offices, ensuring eff...Show moreLast updated: 12 days ago
Memphis-Shelby County Schools is seeking dynamic educational champions ready to position our district as a national exemplar of education transformation.
We need leaders with a fierce commitment to ...Show moreLast updated: 1 day ago
At Quadel, we're driven by purpose.We believe that government and communities play a vital role in addressing the housing needs of low-income families and vulnerable populations.If you're passionat...Show moreLast updated: 26 days ago
Inventory, stock and maintain established par inventory locations throughout the hospital in accordance with current hospital polices and procedures and regulatory requirements.Inventory, stock and...Show moreLast updated: 30+ days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...Show moreLast updated: 3 days ago
Our Client, a Financial company, is looking for a Retirement Plan Services Associate for their Memphis, TN / Southfield, MI / Hybrid location.
Answers and responds to email inquiries regarding issues.Pr...Show moreLast updated: 8 days ago
Job Title : Retirement Services Product Manager – Communication Solutions.Location : Hybrid - Kansas City, MO, Braintree, MA, New York City, NY or Remote Only for California, Connecticut, Maine, New ...Show moreLast updated: 30+ days ago
Job Description • • : The Inventory Specialist at DHL is responsible for managing and maintaining accurate inventory records within the warehouse.
Your duties will include conducting regular inventory ...Show moreLast updated: 9 days ago
The Parts Specialist will provide all retail and installer customers with a high level of service.This position will also support store management in the accomplishment of assigned tasks.Follow and...Show moreLast updated: 30+ days ago
A company is looking for an HR Specialist (Retirement) to support Human Resources Transactional Services.Key Responsibilities : Administer the retirement program for Foreign and Civil Service empl...Show moreLast updated: 2 days ago
Job Title : Retirement Plan Services Associate.Job Locations : Southfield, MI / Memphis, TN-38120.Job Duration : 6 months contract.
IMPORTANT- Candidates local to Southfield, Michigan OR Memphis, Tennes...Show moreLast updated: 8 days ago
Grow your career with a growing organization.Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to ...Show moreLast updated: 30+ days ago
Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.
Conduct group education meetings, deliver workshops, web...Show moreLast updated: 30+ days ago
The Georgia-Pacific Memphis, TN facility is one of the most diverse cotton cellulose producers in the market.The Memphis Mill manufactures various grades of specialty pulp that is used in LED displ...Show moreLast updated: 1 day ago
IOTA Community Schools is a network of four public charter schools in Memphis, Tennessee.We operate both "fresh start" schools and "zoned-enrollment" turnaround schools.
From 6th through 12th grades...Show moreLast updated: 5 days ago
We're not just developing, building and managing apartment communities, we're developing, building and managing exciting careers.
Wogan Group is looking for a sales driven professional to join our s...Show moreLast updated: 21 days ago
QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecula...Show moreLast updated: 1 day ago
Retirement Plan Sales Consultant
CBIZMemphis, Tennessee, USAFull-time
- Promoted
Admissions Specialist
Baptist Memorial Health Care CorporationMemphis, TN, USFull-time
- Promoted
Behavioral Specialist
Memphis Shelby County SchoolsCordova, TN, USFull-time
- Promoted
Housing Specialist
Quadel Consulting and Training LLCMemphis, TN, USTemporary
- Promoted
Distribution Specialist
Regional One HealthMemphis, TN, USFull-time
Retirement Plan Counselor- Memphis
EmpowerEads, TN, United StatesFull-time
- Promoted
Retirement Plan Services Associate
Iconma LLCMemphis, TN, USFull-time
Retirement Service - Product Manager
SS&C Technologies HoldingsRemote - Tennessee, USRemote
Full-time
- Promoted
INVENTORY SPECIALIST
DHLCordova, TN, United StatesFull-time
- Promoted
Parts Specialist
O'Reilly Auto PartsMemphis, TN, USFull-time
- Promoted
HR Specialist (Retirement)
VirtualVocationsMemphis, Tennessee, United StatesFull-time
- Promoted
Retirement Plan Services Associate
eTeam, Inc.Memphis, TN, USFull-time +1
Retirement Plan Advisor - Knoxville / Tri-Cities
Empower RetirementTN RemoteRemote
Full-time
Retirement Planning Consultant (Birmingham, AL or Memphis, TN)
TransamericaTennesseeFull-time
- Promoted
QA Specialist
Koch IndustriesMemphis, TN, United StatesFull-time
- Promoted
Behavior Specialist
IOTA Community SchoolsMemphis, TN, USFull-time
- Promoted
Leasing Specialist
Wogan GroupMemphis, TN, USFull-time
- Promoted
EHS Specialist
QuidelOrthoMemphis, TN, United StatesFull-time
- production assistant (from $ 41,600 to $ 304,688 year)
- pharmaceutical representative (from $ 52,500 to $ 278,300 year)
- pharmaceutical sales representative (from $ 52,500 to $ 278,300 year)
- cardiothoracic surgeon (from $ 62,500 to $ 250,984 year)
- forensic pathologist (from $ 18,720 to $ 237,500 year)
- radiology assistant (from $ 35,761 to $ 235,625 year)
- general dentist (from $ 150,000 to $ 225,000 year)
- software architect (from $ 126,250 to $ 216,113 year)
- principal software engineer (from $ 147,650 to $ 204,550 year)
- owner operator (from $ 68,250 to $ 202,740 year)
The average salary range is between $ 47,175 and $ 92,258 year , with the average salary hovering around $ 64,077 year .
Retirement Plan Sales Consultant
CBIZMemphis, Tennessee, USA1 day ago
Job type
- Full-time
Job descriptionFINRA 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. 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 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. 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.
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 Memphis, TN. 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 :
Minimum Qualifications :
Compensation & Benefits
Join our team and help businesses and institutions build strong financial futures for their employees.
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