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Remote Retirement Plan Sales Jobs (NOW HIRING)

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site +1

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Atlanta, GA (hybrid) or Jacksonville, FL (Remote) Who We Are: At Mutual of America Financial Group ... The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales and ...

Mutual of America

Retirement Plan Specialist

Providence, RI · On-site +1

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

FAVARH

Retirement Plan Specialist

Los Angeles, CA · On-site +1

$77K - $96K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Mutual of America

Retirement Plan Specialist

Salt Lake City, UT · On-site +1

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Alerus

Regional Vice President - Retirement Plan Sales

$100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Remote position - only considering candidates who reside in the outlined territory. Candidate must ... extensive Retirement Plan knowledge. This position is responsible for generating new business ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

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Remote Retirement Plan Sales information

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$8.3K

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

As of Aug 13, 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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $65,684 per year, or $31.6 per hour.

Retirement Plan Specialist

Mutual of America

Atlanta, GA • On-site, Remote

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Mutual of America Financial Group
Job Title: Retirement Plan Specialist
Location: Atlanta, GA (hybrid) or Jacksonville, FL (Remote)
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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