Sales Consultant | Retirement Plans

Found in: Talent US C2 - 3 weeks ago


San Diego, United States CBIZ Full time

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).

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 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 upon 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 client service team to serve 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

Series 65 Bachelor's Degree in Accounting or Finance 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

The annual salary target for this job in this market is $80,-$,. The specific compensation for this role 
will be determined based on the education, experience, and skill set of the individual selected for this position. 
The compensation above is not representative of an employees total compensation. Beyond income, you 
have access to; comprehensive medical and dental insurance, retirement savings, life and disability insurance, 
health care, and dependent care reimbursement accounts, certification incentives, education assistance, 
referral program, and much more. 

#LI-CM #LI-Hybrid


  • Sales Consultant

    1 week ago


    San Antonio, United States Cellular Sales Boerne Full time $40,000 - $75,000

    Cellular Sales Boerne is looking for a Sales Consultant.Responsibilities:As a Sales Consultant, you will greet customers in our stores, ascertain what each individual needs and make recommendations based on their specifications.Develop new consumer and business accounts Provide outstanding service during and after the saleRecommend changes in products and...


  • San Diego, United States Hertz Full time $17

    Wage: $17/HrBenefits and Perks: Not only do you get to be part of an organization where you Drive your Potential, Power your Passion!! Below are a few perks and discounts: 40% off any standard Hertz RentalMedical, Dental & Vision plan optionsRetirement programs, including 401(k) employer matchingPaid Parental Leave & Adoption AssistanceEmployee Assistance...

  • Surgical Sales

    1 week ago


    San Diego, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionDescription: A major fortune 500 medical device manufacturer is looking to fill a Sales Representative position. Unlimited commission plan plus bonuses, kickers and contests. All work related expenses are covered by the company. Extensive healthcare and retirement benefits packages. Superior leadership and extensive support for...

  • Sales Associate

    1 week ago


    San Diego, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionDescriptionHelp save lives. Rapidly growing medical device manufacturer is looking to fill a "Sales Associate" position. Great opportunity to break into medical sales. They have a great compensation plan, extensive healthcare and retirement benefits packages. Company will also pay for your car, gas, expenses, cell phone, laptop,...

  • Clinical Planning Consultant

    Found in: Appcast Linkedin GBL C2 - 1 day ago


    San Diego, United States Redbock - an NES Fircroft company Full time

    A fast-growing Biotechnology company in San Diego is in immediate need of a Clinical Planner Consultant for a 6-9 month project. The client is focused on developing innovative cancer therapies. There is some remote flexibility for this project, but it is preferred that the consultant work onsite every week. This consultant will be reporting into the Program...

  • Clinical Planning Consultant

    Found in: Appcast Linkedin GBL C2 - 1 day ago


    San Diego, United States Redbock - an NES Fircroft company Full time

    A fast-growing clinical-stage biotechnology company in San Diego is in immediate need of a Clinical Planner Consultant for a 6-9 month project. The client is focused on developing innovative cancer therapies. There is some remote flexibility for this project, but it is preferred that the consultant work onsite every week. This consultant will be reporting...


  • San Diego, United States SAN DIEGO LASH LLC Full time

    Job DescriptionJob Description Want to join one of the fastest growing franchise companies in the beauty industry? Amazing Lash Studio is dedicated to raising the bar on perfection, lasting beauty, and professionalism in the eyelash extension industry. We practice best-in-class business ethics while promoting integrity, honesty and dedication to the guests....

  • Sales Consultant

    1 week ago


    San Diego, United States Sunder Energy Full time

    **Join Our Team at Sunder Solar!** Are you ready to be part of a game-changing solar revolution? Are you looking to turbocharge your career in the solar industry? At Sunder Solar Energy, we are on a mission to drive the future of sustainable energy. Our leadership team boasts decades of solar sales experience, and we're looking for talented individuals to...

  • Sales Consultant

    Found in: Resume Library US A2 - 1 week ago


    San Diego, California, United States Paychex Full time

    Overview: Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Responsibilities: Achieve unit and revenue expectations. Create, manage, and advance accounts, leads, and opportunities in company’s...

  • Sales Consultant

    Found in: Careerbuilder One Red US C2 - 3 weeks ago


    San Diego, CA 92111, United States Penske Automotive Full time

    Penske Automotive - 4910 Kearny Mesa Rd. [Sales Agent / Sales Rep / Salesperson] As a Sales Consultant at Penske Automotive, you'll: Be responsible for selling new and used vehicles at dealership standards; Approach, greet, and offer assistance to any customer who enters the dealership showroom or sales lot; Assist customers in selecting a vehicle by asking...

  • Sales Consultant

    Found in: Resume Library US A2 - 5 days ago


    San Diego, California, United States Paychex Full time

    Overview: Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Responsibilities: Achieve unit and revenue expectations. Create, manage, and advance accounts, leads, and opportunities in company’s...


  • San Francisco, United States Nova 401(k) Associates Full time

    Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans. We proactively go to the marketplace to target...

  • Sales Director

    4 days ago


    San Jose, United States Watermark Retirement Communities Full time

    What you will do on a day-to-day basis:Provide service moments and a customer experience unlike any other communitySell the vision of the community through storytellingUnderstand and demonstrate a strategic approach to sales with proven success in advancing sales relationships towards move-inPlan, organize, and participate in marketing eventsMaintain an...

  • Sales Consultants

    1 week ago


    San Antonio, United States Steele CDJR North Star LLC Full time

    Job DescriptionJob DescriptionHere is your opportunity to put your sales career into drive. No experience? No problem - we will set you up for success with our training process!As an employee of Steele Auto Group, we always put you first. You can expect competitive compensation packages with flexible health and dental plans to match your needs. Our Employee...

  • Sales Consultant

    Found in: Jooble US O C2 - 3 weeks ago


    San Francisco, CA, United States Ferguson plc Full time

    . Sales Consultant - Showroom page is loaded **Sales Consultant - Showroom****Sales Consultant - Showroom** locationsSan Francisco, CA time typeFull time posted onPosted Today job requisition idR-85005 **Job Description:** Ferguson is the largest wholesale distributor of residential and commercial plumbing supplies and pipe, valves and fittings in the...


  • San Antonio, United States Nissan of Boerne Full time

    Job DescriptionJob DescriptionAutomotive Sales Consultant Working in Automotive Sales is about creating a great experience for the customer. How? By connecting and engaging with your audience to truly understand their needs. It’s about making great relationships and knowing your product. If you’re passionate, customer service oriented, and sales driven,...

  • SALES CONSULTANT

    Found in: Careerbuilder One Red US C2 - 2 weeks ago


    San Diego, CA 92111, USA, United States Penske Automotive Full time

    Penske Automotive - 4750 Kearny Mesa Rd. [Sales Agent / Sales Rep / Salesperson] As a Sales Consultant at Penske Automotive, you'll: Be responsible for selling new and used vehicles at dealership standards; Approach, greet, and offer assistance to any customer who enters the dealership showroom or sales lot; Assist customers in selecting a vehicle by asking...

  • Sales Consultant- San Francisco

    Found in: Jooble US O C2 - 2 weeks ago


    San Francisco, CA, United States Nova 401(k) Associates Full time

    Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans. We proactively go to the marketplace to target...

  • Sales Director

    Found in: Jooble US O C2 - 3 days ago


    San Jose, CA, United States Watermark Retirement Communities Full time

    What you will do on a day-to-day basis: Provide service moments and a customer experience unlike any other community Sell the vision of the community through storytelling Understand and demonstrate a strategic approach to sales with proven success in advancing sales relationships towards move-in Plan, organize, and participate in marketing events ...

  • Showroom Sales Consultant

    Found in: Appcast Linkedin GBL C2 - 6 days ago


    San Rafael, United States Ferguson Full time

    Ferguson is North America’s leading value-added distributor across residential, non-residential, new construction and repair, maintenance, and improvement (RMI) end markets. Spanning 34,000 suppliers and more than one million customers, we deliver local expertise, value-added solutions, and the industry’s most extensive portfolio of products. From...