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Retirement Plan Account Manager Jobs (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · Hybrid

Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent ... retirement plan sales, financial services, or a related field. * Strong knowledge of ERISA ...

CBIZ

Retirement Plan Sales Consultant

Minneapolis, MN · Hybrid

Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent ... retirement plan sales, financial services, or a related field. * Strong knowledge of ERISA ...

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Retirement Plan Account Manager information

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$29.5K

$65.8K

$106K

How much do retirement plan account manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for retirement plan account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does a retirement plan account manager do?

A Retirement Plan Account Manager is responsible for overseeing and administering employer-sponsored retirement plans, such as 401(k)s or pension plans. They work with clients to ensure compliance with regulations, manage plan operations, and assist employees with their retirement accounts. Their duties often include providing education, resolving participant issues, coordinating with plan providers, and helping with plan design or changes to meet client needs.

What are common challenges retirement plan account managers face when managing multiple client accounts?

Retirement Plan Account Managers often juggle multiple client portfolios, each with unique plan requirements and regulatory compliance needs. One common challenge is staying current with frequent changes in retirement plan regulations, which requires continuous learning and adaptability. Additionally, balancing proactive client communication with prompt issue resolution can be demanding, especially during peak reporting periods. Strong organizational skills and effective time management are essential to ensure all client needs are met while maintaining high service standards.

What is the difference between Retirement Plan Account Manager vs Retirement Plan Specialist?

AspectRetirement Plan Account ManagerRetirement Plan Specialist
CredentialsCertifications like CFP, CPFA often preferredSimilar certifications, often the same as Account Managers
Work EnvironmentClient-facing, financial advisory settingAdvisory and administrative roles within financial firms
Employer & IndustryFinancial services firms, retirement plan providersRetirement plan providers, financial advisory firms
Search & Comparison IntentUnderstanding roles, responsibilities, and qualificationsSimilar roles, focusing on retirement plan expertise

The Retirement Plan Account Manager and Retirement Plan Specialist roles share many similarities, including required certifications and work environments. Both work within financial services firms focusing on retirement plans. The main difference lies in the scope: Account Managers often handle client relationships and account oversight, while Specialists may focus more on technical plan details and compliance. Understanding these distinctions helps job seekers identify the right role for their skills and career goals.

What skills and qualifications are needed to thrive as a retirement plan account manager?

To thrive as a Retirement Plan Account Manager, you need a solid understanding of retirement plan regulations, investment concepts, and account management, often supported by a degree in finance or business. Familiarity with recordkeeping platforms, compliance software, and industry certifications like the QKA or Series 6/63 is highly valuable. Exceptional client communication, problem-solving, and organizational skills help you build trust and proactively address client needs. These skills are crucial for ensuring regulatory compliance, strong client relationships, and effective administration of retirement plans.
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What cities are hiring for Retirement Plan Account Manager jobs?

Cities with the most Retirement Plan Account Manager job openings:

What states have the most Retirement Plan Account Manager jobs?

States with the most job openings for Retirement Plan Account Manager jobs include:

What job categories do people searching Retirement Plan Account Manager jobs look for?

The top searched job categories for Retirement Plan Account Manager jobs are:

Retirement Plan Account Manager jobs near you
Infographic showing various Retirement Plan Account Manager job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 57% In-person, and 43% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Essential Plan Account Manager, NY

UnitedHealth Group

New York, NY • On-site

Full-time

Retirement

Re-posted 20 days ago

UnitedHealth Group rating

7.6

Company rating: 7.6 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

190th of 887 rated healthcare providers

Job description

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts on the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable, and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire.
If you reside in New York, you'll enjoy the flexibility to telecommute* as you take on some tough challenges.
Primary Responsibilities:
  • Enroll eligible members in UHC Essential Plan
  • Build and foster relationships with key accounts (provider offices, CBOs, housing, etc.)
  • The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales
  • Serve as point of contact for members to provide excellent service and enrollment experience
  • Lead pipeline management
  • Responsible for meeting or exceeding sales and enrollment expectations within assigned territory
  • Conduct product information presentations in multiple settings, including in-home consultations
  • Function independently and responsibly with minimal need for supervision
  • Track and measure various sales event effectiveness and activities, events, leads & leads progress, sales, appointments, contacts, and relationship progress daily through internal systems
  • Provide input, support and feedback on promotional opportunities, benefits, and other issues
  • Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate
  • Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion
  • Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner
  • Input consumer demographics and interactions into company systems as appropriate
  • Performs other duties as required

Demonstrated Skills:
  • Execute excellent communication, interpersonal, time management and organizational skills
  • Excellent relationship building skills
  • Ability to be compassionate while selling
  • Function independently and responsibly with minimal need for supervision
  • Ability to manage multiple priorities as it relates to meeting enrollment goals
  • Ability to communicate complex healthcare information to potential clients

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • High School Diploma/GED
  • Marketplace Certified (Valid NYSOH Certified Application Counselor ID - CAC). If you do not have an active CAC ID or if the ID is not in good standing, you must be willing to obtain this ID within 30 days of hiring.
  • 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience
  • Intermediate level of proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and CRM (Salesforce)
  • Ability to travel locally up to 100% of time within assigned sales territories in this NY market area
  • Ability to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required
  • Reside within/commutable distance of their target geography
  • Access to reliable transportation and valid US driver's license with current automobile insurance and good driving history

Preferred Qualifications:
  • Bilingual preferred (Russian, Spanish, English, Arabic, French, etc.)
  • Established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory
  • Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities
  • Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided
  • Previous outside sales and territory management experience
  • Act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect
  • Insured and dependable vehicle

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from will range from $19 to $38 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
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