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Retirement Plan Sales Jobs (NOW HIRING)

Mutual of America

Retirement Plan Specialist

Atlanta, GA · On-site

$65K - $85K/yr

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 ...

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How much do retirement plan sales jobs pay per month?

As of Aug 9, 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?

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 retirement plan sales, 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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% 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 Specialist

Mutual of America Financial Group

Denver, CO

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

 Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Denver, CO or Salt Lake City, UT 

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.

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