Retirement Plan Producer

CBIZ

. Drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans .

Posted 10/5/2026full-timeBoca Raton • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in selling retirement plan solutions, including 401(k) and 403(b) plans, while adhering to fiduciary standards and compliance requirements. Proven ability to engage clients, assess their needs, and present tailored financial solutions effectively.

Highest-signal resume keywords

Retirement Plan SalesFiduciary Standards KnowledgeFINRA Series 65 LicenseClient EngagementSales Target Achievement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan SolutionsSales Pipeline ManagementPerformance Metrics TrackingRegulatory ComplianceNegotiation SkillsFinancial Services ExperienceERISA KnowledgeClient Needs AssessmentPresentation SkillsNetworking

Soft Skills

Verbal CommunicationWritten CommunicationSelf-MotivationCollaborationNegotiation

Tools & Technologies

CRM ToolsMicrosoft Office SuiteFinancial Analysis Software

Certifications & Qualifications

FINRA Series 65 LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Retirement PlansDefined Benefit PlansCompliance RequirementsFiduciary ObligationsInstitutional MarketsBusiness DevelopmentFinancial PlanningInvestment AdvisorsIndustry RegulationsNetworking Opportunities

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 proactive acquisition of 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 while adhering to compliance requirements and fiduciary standards
Maintain an active sales pipeline and track performance metrics using CRM tools
Educate and advise clients on retirement solutions and industry regulations
Collaborate with investment advisors, compliance specialists, and plan administrators
Monitor industry trends, regulatory changes, and competitive products
Participate in industry events, networking opportunities, and CBIZ marketing initiatives
Maintain required industry licensing and fiduciary/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
Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
Must be able to travel based on client and business needs
FINRA Series 65 license required, or Series 7 and 66, or ability to obtain Series 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 retirement-industry regulatory compliance
Existing network of contacts within business and institutional markets preferred
Bachelor's degree in Finance, Business, or related field preferred
Self-motivated ability to work independently and meet sales goals

Benefits

Comp & perks

Competitive base salary + uncapped commission structure
Comprehensive benefits package including health, dental, vision, and 401(k)
Professional development support and industry training
Opportunity for career growth within a top 10 public accounting and financial services firm