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Group Retirement Jobs (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · Hybrid

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 ...

CBIZ, Inc.

Retirement Plan Sales Consultant

Phoenix, AZ · On-site

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 ...

CBIZ

Retirement Plan Sales Consultant

Bellevue, WA · Hybrid

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 ...

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Group Retirement information

See salary details

$31.5K

$62.7K

$100K

How much do group retirement jobs pay per year?

As of May 30, 2026, the average yearly pay for group retirement in the United States is $62,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Group Retirement Specialist, and why are they important?

To thrive as a Group Retirement Specialist, you need a strong understanding of retirement plan products, financial regulations, and investment principles, often supported by a degree in finance or a related field and relevant licenses such as FINRA Series 6 or 63. Familiarity with plan administration platforms, recordkeeping systems, and retirement plan compliance tools is essential. Excellent communication, relationship-building, and problem-solving skills help you educate clients, address concerns, and build trust. These skills ensure that clients receive accurate guidance, remain compliant, and achieve their retirement goals effectively.

What are some typical challenges faced by professionals working in group retirement roles, and how can they be addressed?

Professionals in group retirement roles often encounter challenges such as keeping up with evolving regulatory requirements, educating plan participants about their options, and ensuring accurate plan administration. Navigating complex plan designs and collaborating with HR teams or plan sponsors can also be demanding. These challenges can be managed through ongoing professional development, strong communication skills, and by leveraging technology to streamline compliance and participant engagement.

What is group retirement?

Group retirement refers to employer-sponsored retirement savings plans, such as 401(k)s or pension plans, that are offered to employees as a workplace benefit. These plans allow multiple employees to participate in a collective retirement savings program, often with employer contributions or matching. Group retirement plans help employees save for their future in a tax-advantaged way, and they can provide important financial security for life after work. Employers benefit by attracting and retaining talent, while employees gain access to professional investment management and potential cost savings through group rates.

What is the difference between Group Retirement vs Pension Administrator?

AspectGroup RetirementPension Administrator
Primary RoleDesigning, managing, and communicating employer-sponsored retirement plans for employeesAdministering pension plans, processing claims, and ensuring compliance with regulations
Required CredentialsFinancial certifications, knowledge of retirement plans, and industry regulationsFinancial or actuarial certifications, pension plan knowledge, compliance expertise
Work EnvironmentFinancial institutions, consulting firms, HR departmentsInsurance companies, pension funds, government agencies
Industry UsageCommonly used in corporate retirement plan managementPrimarily involved in pension plan administration and compliance

While both roles involve retirement plans, Group Retirement focuses on designing and managing employer-sponsored retirement programs, whereas Pension Administrators handle the day-to-day administration and compliance of pension plans. Understanding these differences helps employers and professionals choose the right career path or service provider.

More about Group Retirement jobs
What cities are hiring for Group Retirement jobs? Cities with the most Group Retirement job openings:
What states have the most Group Retirement jobs? States with the most job openings for Group Retirement jobs include:
What job categories do people searching Group Retirement jobs look for? The top searched job categories for Group Retirement jobs are:
Group Retirement jobs near you
Infographic showing various Group Retirement job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, 50% Hybrid, and 17% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.

Senior Retirement Advisor - The Baldwin Group Financial Services

The Baldwin Group

Bethesda, MD • On-site

Full-time

Medical, Life, Retirement

Posted 11 days ago

Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor.
In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You'll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment.
PRIMARY RESPONSIBILITIES:
  • Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; presents proposals in a professional manner by reviewing plan design, investment menus, fees, and services in detail to ensure understanding.
  • Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams in an articulate and effective manner to advance retirement plan opportunities and strengthen relationships.
  • Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff.
  • Develops prospects by becoming involved in community and industry affiliations, attending insurance company partner and recordkeeper-hosted seminars, building and maintaining relationships with centers of influence, engaging in networking events, and generating referrals from current accounts.
  • Responsible for effectively coaching, mentoring, and managing the professional development of colleagues within the retirement practice, while demonstrating a high level of confidentiality and professionalism.
  • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
  • Maintains an understanding and knowledge of the group retirement and institutional investment marketplace, including insurance and investment products, ERISA and DOL requirements, and underwriting criteria relevant to retirement plans.
  • Is expected to meet or exceed monthly and annual new business goals for group retirement plans and related retirement products and services.
  • Demonstrates the firm's core values in all client, prospect, and colleague interactions, consistently exhibiting behavior which aligns with the firm's culture and reinforces Baldwin's brand in the retirement marketplace.

KNOWLEDGE, SKILLS & ABILITIES:
  • Strong, hands-on understanding of group retirement plans, including plan design, compliance considerations, and plan operations for 401(k), 403(b), 457, defined benefit, and cash balance plans.
  • Advanced understanding of investment analytics and how they apply in a retirement plan context (e.g., fund evaluation, risk/return metrics, glidepaths, benchmarking).
  • Working knowledge of ERISA and related regulations, DOL and IRS rules, fiduciary standards of care, and documentation best practices.
  • Familiarity with recordkeeping platforms, payroll integration, and the roles of TPAs, custodians, and other service providers.
  • Proficient with MS Office - Word, Excel, PowerPoint, Outlook.
  • Exceptional communication and presentation skills with the ability to explain complex retirement concepts to both sophisticated committees and general employee populations.
  • Outgoing, consultative, and sales-oriented mindset with a drive for business development in the institutional and employer market.
  • Demonstrated ability to analyze plan data, identify trends and areas for improvement, and translate insights into actionable recommendations for plan sponsors.
  • Strong organizational skills.

EDUCATION & EXPERIENCE:
  • Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
  • Bachelor's degree in Finance, Business, Economics, Accounting or a related field preferred.
  • Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
  • Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.
  • Minimum of 5 years' experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer-sponsored plans.
  • Proven track record in sales, business development, and client retention within the group retirement or institutional market.

OTHER:
Ability to work in a fast-paced environment, multi-task and adapt. Occasional travel may be required.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $100,000+ annually and is negotiable at time of hire.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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