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Retirement Sales Jobs (NOW HIRING)

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

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

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

Saint Louis, MO · 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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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 Plan Sales Consultant

CBIZ, Inc.

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 3 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description


#LI-CM #LI-Hybrid
Responsibilities
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 or ability to obtain the 65 before start date).
  • 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.

Qualifications
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

About Us
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.

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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