E-3 Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles in the U.S. qualify as E-3 specialty occupations, requiring a degree in finance, actuarial science, or a related field. Australian professionals can secure E-3 visa sponsorship without entering a lottery, with no annual cap limiting your options and unlimited two-year renewals tied to your employment.
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Get Access To All JobsGeneral Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth. Responsible for leading new business expansion. Consult with USI’s Property & Casualty and Employee Benefit clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
Responsibilities:
- Drive consistent and predictable profitability and organic growth to support overall revenue goals.
- Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
- Achieve annual production requirement.
- Participate in meetings on preparing for first appointments, advancing, and closing business.
- Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
- Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
- Use USI resources to research prospects and develop customized messaging for prospects.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
- Participate in USI sales training programs.
Knowledge, Skills and Abilities:
- 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
- Bachelor’s degree preferred, or an equivalent combination of education and experience.
- Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.
- Knowledge of retirement programs highly preferred.
- Able to travel up to 25% of the time based on territory.
- Strong technical retirement knowledge on plan design, service, and investments.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Exceptional organizational skills as well as communication and presentation skills.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
General Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth. Responsible for leading new business expansion. Consult with USI’s Property & Casualty and Employee Benefit clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
Responsibilities:
- Drive consistent and predictable profitability and organic growth to support overall revenue goals.
- Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
- Achieve annual production requirement.
- Participate in meetings on preparing for first appointments, advancing, and closing business.
- Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
- Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
- Use USI resources to research prospects and develop customized messaging for prospects.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
- Participate in USI sales training programs.
Knowledge, Skills and Abilities:
- 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
- Bachelor’s degree preferred, or an equivalent combination of education and experience.
- Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.
- Knowledge of retirement programs highly preferred.
- Able to travel up to 25% of the time based on territory.
- Strong technical retirement knowledge on plan design, service, and investments.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Exceptional organizational skills as well as communication and presentation skills.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
See all E-3 Visa Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Retirement Plan Consultant Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Retirement Plan Consultant
Verify your degree meets specialty occupation standards
USCIS requires your bachelor's degree to directly relate to retirement plan consulting work. A finance, actuarial science, economics, or business administration degree satisfies this. A general arts degree without coursework in financial planning typically won't.
Target employers with defined benefit plan practices
Large consulting firms, insurance carriers, and independent recordkeepers are most likely to have E-3 visa sponsorship experience. Focus on organizations administering ERISA-governed plans, where specialist knowledge is a documented hiring requirement rather than a preference.
Get your LCA certified before signing anything
Your employer must file a Labor Condition Application with the DOL before your visa application proceeds. Confirm they understand this sequence. Delays happen when HR treats LCA certification as a post-offer formality rather than a prerequisite to consulate scheduling.
Use Migrate Mate's E-3 filing service for your paperwork
Once you have a job offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork end-to-end. This avoids the coordination errors that occur when employers file without prior E-3 experience in financial services roles.
Clarify your Australian credentials in applications
Australian three-year bachelor's degrees are generally accepted as equivalent to U.S. four-year degrees for E-3 purposes. Address this upfront in your resume and any credential evaluation, so hiring managers don't screen you out before the sponsorship conversation begins.
Confirm the role is coded as a specialty occupation
The DOL's Standard Occupational Classification system underpins LCA filings. Retirement Plan Consultant roles typically fall under financial analysts or benefits specialists SOC codes. Ask your prospective employer which code they plan to use before the LCA is submitted.
E-3 Visa Retirement Plan Consultant: Frequently Asked Questions
How do I find Retirement Plan Consultant jobs with E-3 visa sponsorship?
Search Migrate Mate to find Retirement Plan Consultant roles at U.S. employers already open to E-3 sponsorship. Because the E-3 has no lottery and no annual cap, employers face a straightforward filing process, which makes many consulting firms, insurance carriers, and benefit plan administrators willing to sponsor Australian candidates who demonstrate the right technical credentials.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Retirement Plan Consultant role qualify as an E-3 specialty occupation?
Yes, provided the position genuinely requires a bachelor's degree or higher in a relevant field such as finance, actuarial science, or business administration. Roles involving ERISA compliance analysis, plan design, or actuarial valuations typically satisfy USCIS's specialty occupation definition. Generalist roles where any degree is accepted may not qualify without additional documentation from the employer.
How does the E-3 compare to the H-1B for Retirement Plan Consultants?
The E-3 is significantly more practical for Australians. There is no annual cap and no lottery, so you can apply at any point in the year without waiting for an April selection round. H-1B visa registration is capped at 85,000 slots annually with a random lottery, meaning qualified candidates are often not selected despite having valid job offers and credentials.
Can I switch employers if a better Retirement Plan Consultant role comes up?
Yes. The E-3 is employer-specific, so your new employer must file a fresh Labor Condition Application with the DOL and you'll need a new visa stamp if you've left the U.S., or a change of status petition if you remain stateside. Plan for at least a few weeks between LCA submission and consulate appointment availability when timing a role transition.