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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling retirement plan solutions, including 401(k) and 403(b) plans, while adhering to fiduciary obligations and compliance standards. Proven ability to build relationships, negotiate effectively, and achieve sales targets in the financial services industry.
Highest-signal resume keywords
Retirement Plan SalesFiduciary StandardsFINRA Series 65 LicenseRegulatory ComplianceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
401(k) Plans403(b) PlansDefined Benefit PlansSales Performance MetricsCRM ToolsFinancial ServicesERISA KnowledgeNegotiation SkillsPresentation SkillsNetworking
Soft Skills
Verbal CommunicationWritten CommunicationRelationship BuildingSelf-MotivationIndependent Work
Tools & Technologies
CRM SoftwarePresentation ToolsCompliance Management Tools
Certifications & Qualifications
FINRA Series 65 LicenseSeries 7 LicenseSeries 66 License
Industry Keywords
Retirement PlansFiduciary ObligationsCompliance RequirementsIndustry RegulationsBusiness Development
About the role
Key responsibilities & impact- Drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans
- Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients
- Identify and engage prospective clients through networking, referrals, and direct outreach
- Assess organizations' retirement plan needs and present tailored solutions aligned 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
- Educate and advise clients on retirement solutions and industry regulations
- Collaborate with 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
- Participate in industry events, networking opportunities, and CBIZ marketing initiatives
- Maintain required industry licensing and comply with fiduciary and compliance responsibilities
Requirements
What you’ll need- 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
- 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
Benefits
Comp & perks- 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