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Entry Level Retirement Plan Sales Jobs (NOW HIRING)

Mercer Advisors

Retirement Plan Specialist

... sales team to ensure a seamless onboarding process. o Transitioning clients - collaborate with ... Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after ...

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management. • ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... sales incentives, and/or long-term incentives) based on the role to reward the achievement of ...

FAVARH

Retirement Plan Specialist

Fresno, CA · Hybrid

$77K - $96K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... sales incentives, and/or long-term incentives) based on the role to reward the achievement of ...

FAVARH

Retirement Plan Specialist

Albuquerque, NM

$63K - $79K/yr

Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site ... sales incentives, and/or long-term incentives) based on the role to reward the achievement of ...

Mercer Advisors

Retirement Plan Specialist

Denver, CO · On-site +1

... sales team to ensure a seamless onboarding process. o Transitioning clients - collaborate with ... Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after ...

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

Retirement Plan Sales and Business Development * Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

OneDigital

Retirement Plan Consultant

Chicago, IL

Retirement Plan Sales and Business Development * Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

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How much do entry level retirement plan sales jobs pay per year?

As of Jun 15, 2026, the average yearly pay for entry level retirement plan sales in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Retirement Plan Sales professional, and why are they important?

To thrive as an Entry Level Retirement Plan Sales professional, you need a basic understanding of financial products, strong sales acumen, and often a bachelor's degree in business or finance. Familiarity with CRM software, retirement plan platforms, and potentially FINRA Series 6 or 63 licenses is beneficial. Excellent interpersonal communication, active listening, and persistence help in building trust and long-term client relationships. These skills ensure effective prospecting, compliant plan recommendations, and strong client retention in a competitive financial services market.

What does an Entry Level Retirement Plan Sales professional do?

An Entry Level Retirement Plan Sales professional helps businesses and individuals understand and select appropriate retirement savings plans, such as 401(k)s or IRAs. They work closely with potential clients to explain plan options, answer questions, and assist with enrollment. Their role often includes prospecting new clients, providing customer service, and collaborating with more experienced sales staff to meet sales goals. This position is ideal for individuals interested in financial services and helping others plan for their future.

What are some common challenges faced by entry-level professionals in retirement plan sales, and how can they overcome them?

Entry-level professionals in retirement plan sales often encounter challenges such as building a client base from scratch, understanding complex retirement plan products, and staying compliant with industry regulations. Overcoming these challenges typically involves proactive networking, seeking mentorship from experienced colleagues, and regularly participating in training programs offered by employers. Additionally, successful entry-level professionals make use of CRM tools and stay updated on regulatory changes to better serve clients and build credibility in the industry.
What cities are hiring for Entry Level Retirement Plan Sales jobs? Cities with the most Entry Level Retirement Plan Sales job openings:
What are the most commonly searched types of Retirement Plan Sales jobs? The most popular types of Retirement Plan Sales jobs are:
Entry Level Retirement Plan Sales jobs near you

Retirement Plan Specialist

Mutual of America Life Insurance Company

Providence, RI • Hybrid

$65K - $85K/yr

Full-time

Posted 8 days ago

Job description

Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Providence, RI (hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Driven to make outbound cold calls into prospective clients
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Demonstrated cold calling sales ability
  • Knowledge of retirement products (401k and 403b plans)

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $65,000 – $85,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.