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Remote Retirement Plan Sales Jobs (NOW HIRING)

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

This position will sit remote but must reside in the greater LA county area*** Retirement Plan ... 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 ...

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 ...

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Remote Retirement Plan Sales information

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How much do remote retirement plan sales jobs pay per month?

As of Jul 23, 2026, the average monthly pay for remote retirement plan sales in the United States is $5,473.67, according to ZipRecruiter salary data. Most workers in this role earn between $4,000.00 and $6,291.67 per month, depending on experience, location, and employer.

What is the difference between Remote Retirement Plan Sales vs Remote Financial Advisor?

AspectRemote Retirement Plan SalesRemote Financial Advisor
CredentialsTypically requires insurance licenses, Series 6/7, or retirement plan certificationsRequires CFP, Series 7, Series 66, or equivalent certifications
Work EnvironmentRemote, client-facing, often within financial services firmsRemote or in-office, client advisory, broader financial planning focus
Industry UsageCommon in retirement plan providers, insurance companies, and financial firmsWidely used across financial planning, wealth management, and advisory firms
Search & Comparison IntentOften compared for sales roles in retirement plansCompared for comprehensive financial planning roles

Remote Retirement Plan Sales focuses on selling retirement plans, requiring sales licenses and a sales-oriented approach. Remote Financial Advisors provide broader financial advice, requiring comprehensive certifications. While both work remotely within financial services, their roles differ in scope and credentials.

More about Remote Retirement Plan Sales jobs
What cities are hiring for Remote Retirement Plan Sales jobs? Cities with the most Remote 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:
What states have the most Remote Retirement Plan Sales jobs? States with the most job openings for Remote Retirement Plan Sales jobs include:
What job categories do people searching Remote Retirement Plan Sales jobs look for? The top searched job categories for Remote Retirement Plan Sales jobs are:
Remote Retirement Plan Sales jobs near you
Infographic showing various Remote Retirement Plan Sales job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,684 per year, or $31.6 per hour.

Regional Vice President, Retirement Plan Sales

WealthPlus

New York, NY • Remote

Full-time

Medical, Dental, Vision, PTO

Posted 15 days ago

Job description

Description
Job Title: Regional Vice President, Retirement Sales
Location: Remote (Multiple Territories)
Department: Sales
Reports To: Chief Executive Officer or Head of Advisor Sales

Position Summary
WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!
The Regional Vice President, Retirement Plan Sales will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships with financial advisors, TPAs, DCIO partners, and other key intermediaries. This senior sales role will represent the WealthPlus platform in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business.
This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach. The Regional Vice President will work closely with internal sales, product, operations, implementations, and leadership to support new business development, partner engagement, and retention efforts across the WealthPlus ecosystem.
Experience in retirement plan sales, recordkeeping, ERISA, plan design, and advisor distribution is strongly preferred.

Key Responsibilities
Key Responsibilities
  • Grow the territory by developing new retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels.
  • Lead a consultative sales process by assessing client needs, recommending the right WealthPlus solution, and supporting opportunities from prospecting through finalist presentations and close.
  • Expand and protect partner relationships by becoming a trusted resource to advisors and intermediaries while supporting retention and growth across existing business.
  • Represent WealthPlus in the market with strong expertise in ERISA, plan design, fiduciary solutions, investment structures, and competitive positioning.
  • Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
  • Collaborate cross-functionally with internal sales, product, operations, implementations, and leadership teams to strengthen execution and deliver a seamless partner experience.

Additional Role Requirements:
  • Overnight travel is required based on territory coverage and partner engagement needs.
  • Ability to conduct a high volume of external meetings and maintain consistent field activity.
  • Ability to work effectively in a remote, self-directed environment while remaining highly collaborative across internal teams.

Skills, Knowledge and Expertise
Education & Experience:
  • Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field.
  • 7-10 years of experience in a wholesaling or territory sales role focused on retirement plans.
  • Demonstrated experience building and managing a territory through advisor, intermediary, or partner distribution channels.

Skills & Knowledge:
  • Deep retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design.
  • Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners.
  • Ability to position complex solutions clearly, including investment structures, share classes, pricing, and total plan cost considerations.
  • Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment.
  • Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams.
Preferred:
  • Experience selling retirement plan recordkeeping and administrative services.
  • Experience working with advisor-sold retirement plan models and intermediary-driven distribution.
  • Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning.
  • Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region.
  • Experience supporting both new business development and retention of existing retirement plan relationships.

Benefits
Compensation and Benefits
  • Competitive base salary; commensurate with experience and geographic market.
  • Sales incentive compensation and commission opportunity.
  • Annual discretionary bonus and equity opportunities.
  • Comprehensive benefits package including medical, dental, vision, and paid time off.
  • Opportunity to build and lead a core function within a fast-growing fintech platform.