Retirement Sales Consultant | Retirement Plans

With over offices and nearly 7, associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for :

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes.

CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top Retirement Plan Adviser (PLANADVISER).

This professional will work directly with plan sponsors and committees to improve the overall retirement plan by reducing fiduciary liability and enhancing participant outcomes.

We are one of the largest providers of fiduciary services to retirement plan sponsors, we are uniquely positioned to help employers manage their (k), (b), plans, defined benefit, and nonqualified deferred compensation plans.

Essential Functions and Primary Duties

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for the upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based on a consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to the designated client service team
• Serve as clients valued advisor; building a strategic and personal relationship with key client decision-makers
• As appropriate, work with the client service team to serve the client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross-serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to the position
• Additional responsibilities as assigned

Preferred Qualifications

• Experience selling (k), (b), and plans
• Experience working directly with the plan sponsors
• Series 65
• Bachelor's Degree in Accounting, Finance, or Business
• Proven successful lead generation
• Experience selling to business owners and C-Suite executives

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

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