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Retirement Plan Sales Jobs (NOW HIRING)

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management. • ...

OneDigital

Retirement Plan Consultant

Auburn Hills, MI · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management. • ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

Retirement Plan Sales and Business Development Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

OneDigital

Retirement Plan Consultant

Farmington, CT · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management. • ...

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Retirement Plan Sales information

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$8.3K

How much do retirement plan sales jobs pay per month?

As of Jul 15, 2026, the average monthly pay for 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 are the typical career advancement opportunities in Retirement Plan Sales?

Professionals in Retirement Plan Sales often begin as account representatives or sales consultants and can advance to roles such as senior sales executive, regional sales manager, or retirement plan consultant. With a proven track record of success, many move into leadership positions managing teams or overseeing large client portfolios. Some also specialize further by focusing on key market segments or offering advanced consulting services to large organizations. Career growth is often supported by ongoing education and acquiring additional certifications, making this a strong field for ambitious individuals seeking long-term advancement.

What is a Retirement Plan Sales job?

A Retirement Plan Sales job involves selling and managing retirement plans, such as 401(k)s and IRAs, for businesses and individuals. Professionals in this role identify potential clients, educate them on plan options, and help them choose solutions that align with their financial goals. They work closely with financial advisors, HR departments, and business owners to ensure compliance and optimize plan benefits. Strong relationship-building, sales, and financial knowledge are essential for success in this field.

What are the key skills and qualifications needed to thrive in the Retirement Plan Sales position, and why are they important?

To thrive in Retirement Plan Sales, you need strong knowledge of retirement plan products (such as 401(k), 403(b), and IRAs), financial industry regulations, and experience in consultative sales, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and, in many cases, Series 6, 7, or 63 FINRA licenses are essential. Exceptional interpersonal skills, relationship building, and effective communication enable success in understanding client needs and building trust. These abilities are crucial for establishing lasting client relationships, meeting sales goals, and ensuring compliance in a competitive industry.

More about Retirement Plan Sales jobs
What cities are hiring for Retirement Plan Sales jobs? Cities with the most 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 Retirement Plan Sales jobs? States with the most job openings for Retirement Plan Sales jobs include:
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Retirement Plan Sales jobs near you
Infographic showing various 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, 23% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,684 per year, or $31.6 per hour.
Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

Myers and Stauffer

Saint Louis, MO • Hybrid

Other

Medical, Dental, Vision, Retirement

Re-posted 15 days ago

Job description

#LI-CM #LI-Hybrid 

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

  • High School Diploma or GED equivalent 
  • Some relevant industry experience
  • Must obtain required licenses/credentials
  • Superior command of verbal, written, presentation, and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Must be able to travel based on client and business needs

We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.

The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.

Essential Functions and Primary Duties

  • Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
  • Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
  • Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
  • Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
  • Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
  • Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
  • Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
  • Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
  • Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
  • Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Preferred Qualifications

  • FINRA Series 65 license required (or the Series 7 and 66).
  • 5+ years of experience in retirement plan sales, financial services, or a related field.
  • Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
  • Existing network of contacts within the business and institutional markets preferred.
  • Excellent presentation, negotiation, and relationship-building skills.
  • Self-motivated with the ability to work independently and meet sales goals.
  • Bachelor's degree in Finance, Business, or related field preferred.

Compensation & Benefits

  • Competitive base salary + uncapped commission structure
  • Comprehensive benefits package (health, dental, vision, 401(k), etc.)
  • Professional development support and industry training
  • Opportunity for career growth within a top 10 public accounting and financial services firm
  • Join our team and help businesses and institutions build strong financial futures for their employees. 

Apply