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CBIZ

Retirement Plan Sales Consultant

Saint Louis, MO · 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

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$31.5K

$62.7K

$100K

How much do group retirement jobs pay per year?

As of May 31, 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.
Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

CBIZ

Saint Louis, MO • Hybrid

Other

Medical, Dental, Vision, Retirement

Posted 29 days ago

CBIZ rating

7.9

Company rating: 7.9 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

Job description

#LI-CM #LI-Hybrid 

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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

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).
  • 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. 

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 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.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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