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Retirement Sales Jobs (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Bellevue, WA · 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 ...

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · 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 ...

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 ...

CBIZ

Retirement Plan Sales Consultant

Minneapolis, MN · 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 ...

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 ...

CBIZ

Retirement Plan Sales Consultant

New York, NY · 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 Jul 13, 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 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's a good side hustle for a retired person?

Retirement sales professionals can consider part-time roles such as consulting, freelance sales, or online product selling, which leverage their sales skills and industry experience. These side hustles often offer flexible schedules and can be done remotely or in person, depending on the activity.

How much do you make selling retirement plans?

Retirement sales professionals typically earn a combination of base salary and commissions, with total earnings ranging from $50,000 to over $150,000 annually depending on experience, sales performance, and the company. Successful agents who build a strong client base can significantly increase their income through commissions on plan sales and ongoing account management.

What are the key skills and qualifications needed to thrive in the Retirement Sales position, 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.

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 jobs pay 4000 a week without a degree?

In retirement sales, high commissions from selling financial products, insurance, or investment services can sometimes result in weekly earnings of $4,000 or more for experienced agents. Success depends on sales skills, client base, and commission structures, often requiring strong communication and industry knowledge but not necessarily a degree.

Can you make $500,000 a year in sales?

In retirement sales, earning $500,000 annually is possible but typically requires high sales volume, strong client relationships, and advanced sales skills. Top performers in this field often have extensive experience, certifications, and a strategic approach to client management. Income levels vary widely based on commission structures and market conditions.
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Retirement Sales jobs near you

Retirement Sales / Financial Advisor

LAWLEY AGENCY, LLC

Norwalk, CT • On-site

$84K - $141K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 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.