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Retirement Sales Jobs (NOW HIRING)

Human Interest

Retirement Sales Activation Specialist

$35K - $40K/yr

Possess knowledge and experience with retirement plan design, particularly in 401(k) plans * 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry * A ...

Gusto, Inc.

Retirement Sales Account Executive

Atlanta, GA · On-site +1

$31.68 - $36.06/hr

As an Account Executive for Gusto's 401(k) business, you'll lead a team of driven sales professionals who introduce existing Gusto customers to our retirement benefits solution. You'll focus on ...

Human Interest

Retirement Sales Activation Specialist

OR · On-site +1

$34K - $40K/yr

Possess knowledge and experience with retirement plan design, particularly in 401(k) plans * 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry * A ...

CBIZ

Retirement Plan Sales Consultant

Conshohocken, PA · Hybrid

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 ...

HCSC Group

Head of Group Retirement Sales

Chicago, IL · On-site

$153.10 - $229.60/hr

Job Summary**### The Head of Group Retiree Sales is a senior leadership role responsible for driving revenue growth and market share in the Medicare retirement space. This executive leader oversees ...

CBIZ

Retirement Plan Sales Consultant

Atlanta, GA · Hybrid

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 ...

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Retirement Sales information

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How much do retirement sales jobs pay per month?

As of Aug 20, 2026, the average monthly pay for retirement 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 is a retirement sales job?

A Retirement Sales job involves helping individuals and organizations select retirement plans that meet their financial goals. Professionals in this role educate clients on different retirement savings options, such as 401(k)s, IRAs, and annuities, and assist in making informed investment decisions. They often work for financial institutions, insurance companies, or asset management firms, guiding clients through the process of planning for long-term financial security. Strong communication, financial knowledge, and sales skills are essential for success in this role.

What are the main challenges faced by professionals working in retirement sales?

Professionals in Retirement Sales often encounter the challenge of explaining complex retirement products to clients who may have limited financial knowledge, requiring them to simplify information while ensuring regulatory compliance. Building trust takes time, as clients are making critical long-term decisions about their financial futures. Additionally, the industry is highly competitive and target-driven, so staying updated with changing regulations and market trends is crucial. Overcoming these challenges helps sales professionals build lasting client relationships and advance their careers in the retirement planning field.

What are the key skills and qualifications needed to thrive in retirement sales, and why are they important?

To excel in Retirement Sales, you need strong financial knowledge, consultative sales ability, and understanding of retirement planning products, often supported by licenses such as FINRA Series 6/7 and state insurance credentials. Familiarity with CRM software, financial planning tools, and compliance systems is essential for managing client relationships and adhering to regulations. Outstanding verbal communication, active listening, and relationship-building skills help foster trust with clients making significant financial decisions. These skills and credentials are vital for effectively guiding clients through complex retirement options and achieving sales targets while maintaining ethical standards.

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Retirement Sales jobs near you
Infographic showing various 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 $65,684 per year, or $31.6 per hour.

Retirement Sales / Financial Advisor

LAWLEY AGENCY, LLC

Darien, CT • On-site

$84K - $141K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

These are the fundamental components of the job:

  • Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities
  • Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
  • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement
  • Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
  • Review and evaluate fund line-ups and performance against benchmarks
  • Assist with client onboarding, education sessions, and finalist presentations
  • Collaborate with internal teams on reporting, plan operations, and participant services
  • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance.
  • Stay informed about regulatory changes and industry trends to provide proactive advice.
  • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.

Other functions of the job:

  • Seek to cross sell business from existing Lawley divisions
  • Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

  • 5+ years of sales and business development experience
  • Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education
  • Experienced in conducting group and individual employee education meetings
  • Bachelor’s Degree preferred
  • Microsoft Office experience and skills are a must; Salesforce experience preferred
  • Ability to work well independently and on a team
  • Incredible attention to detail and organizational skills
  • Positive attitude, even in a fast-paced environment
  • A passion to make customers and coworkers feel important and valued
  • Capability to work quickly and efficiently
  • Methodical, yet swift decision-making skills
  • Precise verbal and written communication skills, even under time constraints

A bit about Lawley!

  • We are not a call center environment
  • We achieve success by building genuine relationships together, with our teams and clients
  • We are a family owned insurance broker (70+ years!)
  • We are deeply committed to the communities we serve and love to get involved
  • We work hard and play hard!!!

Why Lawley?

  • Competitive salary and referral bonuses!
  • Expansive Benefits (Medical, Dental, Vision—and SO many more)
  • Unsupervised PTO AND a generous holiday schedule – available 1st day!
  • Company 401K contribution received starting Day 1 (for participants 21+ years old)
  • Educational support, career development, and growth opportunities
  • Job Security (we’ve never had a lay-off, even during the pandemic)
  • Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed.
  • Comfortable, family-oriented culture, with an emphasis on work life balance
  • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
  • Fulfilling opportunities that align with your career path and our business needs

Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant’s experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.