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Entry Level Retirement Plan Sales Jobs (NOW HIRING)

T Rowe Price

Retirement Plan Manager

Owings Mills, MD · Hybrid

The Retirement Plan Manager (Consultant) helps maintain the effective and efficient operation of ... Periodically travels and presents at client sales and rebid meetings * Works with internal partners ...

Empower

Retirement Plan Counselor

Chicago, IL · On-site +1

$62K - $88K/yr

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and ... Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby ...

Empower

Retirement Plan Counselor

Springfield, IL · On-site +1

$62K - $88K/yr

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and ... Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby ...

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Entry Level Retirement Plan Sales information

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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 Associate

Retirement Plan Associate

Miller Cooper & Co., Ltd.

Chicago, IL • On-site, Remote

$23.50/hr

Other

Posted 12 days ago

Job description

Retirement Plan Associate (Entry Level)Alliance Pension Consultants, LLC

Hybrid | Full-Time

What You Will Be Doing:

The Retirement Plan Associate is responsible for processing client-provided files, including census updates, employee contributions and loan payments.  Additional duties include distribution processing, loan initiation, statement production, data entry and preparation, assembly of reports and administrator support.  This entrylevel role is ideal for someone looking to start a career in the retirement plan industry.

In this role, you will collaborate with internal teams on the day-to-day maintenance of retirement plans. You’ll learn retirement plan procedures, payroll processing and withdrawal processing.

Key Responsibilities:Payroll Processing
  • Processing client-provided data files.
  • Process and allocate deposits pursuant to participant elections.
  • Verify that payroll file matches deposit amounts received.
  • Monitor trust accounts for timely receipt of deposits.
Withdrawal/Loan Requests
  • Confirm withdrawal type requested is available to the participant.
  • Review received paperwork for completeness.
  • Verify proper state and federal withholding is applied.
  • Request payment timely.
  • Prepare and review loan packages.
Ongoing Administrator Support
  • Assist with quarterly participant statement production.
  • Reconcile employee census data.
  • Reconcile trust cash accounts.
  • Gather documentation for plan audits.
Our Ideal Candidate Has:Education
  • Bachelor’s degree is required. (Business, Finance, Economics, Math, or related fields are a plus.)
Skills
  • Ability to work in a team environment.
  • Proficiency in Microsoft Excel (basic formulas, spreadsheet navigation).
  • Strong verbal and written communication skills.
  • High attention to detail and accuracy.
  • Ability to manage multiple tasks and deadlines.
  • Curiosity, eagerness to learn, and comfort working in a fast-paced environment.
Additional Information
  • Salary Range: $23.50 per hour
    Final compensation depends on experience, education, skills, and internal equity.
  • Location: Primarily remote with occasional onsite requirements at office locations including Chicago, Deerfield and Downers Grove, IL.
  • Training: Full training provided with opportunities for growth into Plan Administration roles.

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