Retirement Plan Sales Consultant
Careers at Myers and Stauffer Open · verified Sep 25, 2026 At a glance
Mid-level Account Executive role at Careers at Myers and Stauffer. Salt Lake City.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Win new retirement-plan clients by prospecting through referrals, networking, and direct outreach
- Evaluate sponsor needs and propose 401(k), 403(b), DB, endowment, foundation, and non-qualified solutions
- Negotiate agreements, close opportunities, and follow fiduciary and compliance requirements
- Keep the sales pipeline current and use CRM metrics to maintain steady business development
- Coordinate with investment, compliance, and administration teams during the client sales process
What you bring
- A Series 65 license, or Series 7 and 66, or the ability to secure Series 65 before starting
- At least five years in retirement-plan sales, financial services, or a related area
- Working knowledge of ERISA, fiduciary duties, and retirement-industry regulatory compliance
- Strong presentation, negotiation, relationship-building, written, and verbal communication skills
- A high school diploma or GED, relevant industry experience, and comfort using applicable technology
Who this fits
You’ll suit a self-directed seller who already knows retirement-plan solutions and can build relationships with businesses, nonprofits, and institutions. The role involves client-based travel and requires maintaining the relevant licensing and credentials. It is based in Salt Lake City with a hybrid arrangement.
From the employer
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. 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
- 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.
Compensation & 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
- Join our team and help businesses and institutions build strong financial futures for their employees.
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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