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Retirement Executive information

See salary details

$26.5K

$93.6K

$184K

How much do retirement executive jobs pay per year?

As of Aug 18, 2026, the average yearly pay for retirement executive in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

What is a retirement executive?

A Retirement Executive is a professional responsible for overseeing retirement plans and strategies within an organization or for individual clients. Their role includes advising on retirement plan options, ensuring regulatory compliance, managing plan administration, and helping clients meet their long-term financial goals. They often work with employers, employees, and financial institutions to design and manage retirement benefit programs. Retirement Executives also stay updated on laws and trends affecting retirement planning to provide the best guidance. Their expertise helps ensure clients are financially prepared for retirement.

What are the primary challenges retirement executives face when managing client portfolios and how can they address them?

Retirement Executives often navigate complex regulatory requirements and ever-changing market conditions while managing client portfolios. Balancing clients’ risk tolerance with long-term retirement goals can be challenging, especially during market volatility. Effective communication and regular portfolio reviews are essential to keep clients informed and confident in their retirement strategies. Staying updated on industry trends and regulatory changes also helps Retirement Executives proactively address potential issues and provide optimal guidance.

What are the key skills and qualifications needed to thrive as a retirement executive, and why are they important?

To thrive as a Retirement Executive, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or a related field and relevant certifications like CFP or CRPS. Familiarity with retirement plan administration software, CRM platforms, and investment management systems is also critical. Strong interpersonal skills, strategic thinking, and the ability to communicate complex concepts clearly are valuable soft skills in this role. These qualifications ensure effective client guidance, regulatory adherence, and the delivery of tailored retirement solutions in a highly regulated industry.

What is the difference between Retirement Executive vs Retirement Planner?

AspectRetirement ExecutiveRetirement Planner
CredentialsTypically requires industry-specific certifications, bachelor's degree in finance or related fieldCertifications like CFP or ChFC are common, along with relevant degrees
Work EnvironmentCorporate settings, financial institutions, or retirement service companiesIndependent practice, financial advisory firms, or banks
Employer & IndustryFinancial services, retirement planning firms, large corporationsFinancial advisory firms, banks, or independent consultants
Search & Comparison IntentUnderstanding roles in retirement services, career options, industry differencesSeeking retirement planning advice, career info, or certification details

While both roles focus on retirement, a Retirement Executive typically works within organizations managing retirement services at a strategic level, whereas a Retirement Planner provides personalized retirement advice to clients. The roles often overlap in credentials and industry environment, but differ in scope and client interaction.

What cities are hiring for Retirement Executive jobs?

Cities with the most Retirement Executive job openings:

What are the most commonly searched types of Retirement jobs?

The most popular types of Retirement jobs are:

What states have the most Retirement Executive jobs?

States with the most job openings for Retirement Executive jobs include:

Retirement Executive jobs near you

Account Executive - Retirement 401(k) Services

Paychex

Nashville, TN • On-site

Full-time

Medical, Retirement, PTO

Re-posted 17 days ago

Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

234th of 492 rated business services

Job description

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
Overview

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.


Responsibilities
  • Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
  • Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
  • Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
  • Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
  • Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
  • Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
  • Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.
  • Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
  • May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.

Qualifications
  • H.S. Diploma - Required
  • Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
  • 2 years of experience in Relevant sales/sales management.

Live the Paychex Values
  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

    • What's in it for you?
    • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
    • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
    • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
    • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
    • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

      • Not sure if you meet every requirement?
      At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

      Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.Qualifications:
      • H.S. Diploma - Required
      • Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
      • 2 years of experience in Relevant sales/sales management.
      Education:UNAVAILABLEEmployment Type: FULL_TIME

    What Paychex employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Paychex logo

    About Paychex

    Sourced by ZipRecruiter

    Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

    Industry

    Human resources consulting services

    Company size

    10,000+ Employees

    Headquarters location

    Rochester, NY, US

    Year founded

    1971

    Social media

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