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Remote Retirement Sales Jobs (NOW HIRING)

Retirement Plan Specialist

Atlanta, GA ยท On-site +1

$65K - $85K/yr

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 ...

... Sales Director is responsible for leading and executing the strategy toretainCore Retirement ... We have 1 opening for this position that is available to be remote, preferably on the East Coast.

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Remote Retirement Sales information

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$25K

$62.4K

$123K

How much do remote retirement sales jobs pay per year?

As of Aug 20, 2026, the average yearly pay for remote retirement sales in the United States is $62,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What is a remote retirement sales?

A Remote Retirement Sales job involves selling retirement plans, products, or services, such as 401(k)s, IRAs, or annuities, to clients while working from a remote location. Professionals in this role connect with customers through phone, email, or video calls to understand their retirement needs and recommend suitable solutions. They may also provide guidance on retirement planning, answer client questions, and build long-term relationships. This position typically requires strong communication skills, knowledge of retirement products, and the ability to work independently from home.

What are the key skills and qualifications needed to thrive as a remote retirement sales professional?

To thrive as a Remote Retirement Sales Professional, you need a solid understanding of retirement products, financial planning, and proven sales experience, often supported by a relevant degree and FINRA Series 6 or 7 licenses. Familiarity with CRM software, virtual communication platforms, and retirement planning tools is essential. Strong interpersonal skills, self-motivation, and the ability to build trust remotely set top performers apart in this role. These skills are important because they enable professionals to effectively advise clients, close sales from a distance, and foster long-term client relationships in a highly regulated industry.

What are some common challenges faced by professionals in a remote retirement sales role, and how can they be addressed?

One common challenge in Remote Retirement Sales is building trust and rapport with clients without face-to-face interactions. To overcome this, professionals often leverage video conferencing, timely follow-ups, and clear, transparent communication to foster client relationships. Another challenge is staying motivated and organized while working independently; many successful remote sales professionals set structured daily schedules and use digital CRM tools to track their progress. Additionally, they frequently collaborate with internal teams such as marketing and compliance via virtual meetings to stay aligned on product updates and regulatory changes.

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

AspectRemote Retirement SalesRetirement Advisor
CredentialsSales certifications, FINRA licensesFINRA licenses, CFP certification
Work EnvironmentRemote, sales-focusedOffice or remote, client advisory
Industry UsageFinancial services, insuranceFinancial planning, wealth management

Remote Retirement Sales primarily focuses on selling retirement-related financial products remotely, emphasizing sales skills and certifications. Retirement Advisors provide personalized financial planning and advice, often requiring CFP certification. While both roles operate within the financial industry and may share some credentials, their core functions differ: one is sales-oriented, the other advisory-focused.

More about Remote Retirement Sales jobs

What cities are hiring for Remote Retirement Sales jobs?

Cities with the most Remote Retirement Sales job openings:

What are the most commonly searched types of Retirement Sales jobs?

The most popular types of Retirement Sales jobs are:

What states have the most Remote Retirement Sales jobs?

States with the most job openings for Remote Retirement Sales jobs include:

Infographic showing various Remote Retirement Sales job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $62,441 per year, or $30 per hour.

Participant Retirement Sales Specialist

Mutual of America

Saint Louis, MO โ€ข On-site, Remote

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago


Job description

Mutual of America Financial GroupJob Title: Participant Retirement Sales SpecialistLocation: St. Louis, MO (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 retirement goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Participant Retirement Sales Specialist will support the Midwestern region and report into the Regional Vice President. The Participant Retirement Sales Specialist will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office's group client.
Responsibilities:
  • Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
  • Enhance the company's relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
  • Actively network and prospect new participants to add to Mutual of America's product suite
  • Increase enrollment, contributions and obtaining transfers from current group plan participants
  • The PAS will be responsible for following up on direct mail, advertising and website leads forwarded to the Regional office
  • Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
  • Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
  • Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications:
  • At least two years of sales experience or equivalent industry experience
  • Experience in presenting in a group setting to a variety of size groups
  • Individual sales experience and being comfortable with cold calling
  • General business acumen with strong motivation and communication skills
  • Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
  • Valid driver's license required

Preferred Qualifications:
  • Bachelor's degree preferred
  • CRPS designation preferred after 5 years in sales related position
  • Knowledge of products underwritten by the company (401k and 403b retirement plan)

What we offer you:
  • Competitive base salary
  • 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 an annual bonus (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.