Green Card Retirement Plan Consultant Jobs
Retirement Plan Consultant roles qualify for employment-based green card sponsorship through EB-2 or EB-3, depending on your degree level and employer requirements. Employers file a PERM labor certification with DOL before petitioning USCIS, permanently sponsoring you rather than renewing a temporary visa every few years. Strong credentials in ERISA compliance, plan design, or actuarial analysis strengthen your case.
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Get Access To All JobsINTRODUCTION
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.
ROLE AND 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.
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
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.
INTRODUCTION
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.
ROLE AND 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.
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
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.
See all Green Card Retirement Plan Consultant Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Retirement Plan Consultant
Document your ERISA and plan credentials early
PERM requires proving your qualifications match the job's minimum requirements before the employer files. Gather transcripts, professional certifications like QKA or QPFC, and experience letters that map directly to retirement plan consulting duties.
Target employers with dedicated plan consulting teams
Third-party administrators, recordkeepers, and large benefits consulting firms run ongoing PERM pipelines for this role. Prioritize employers whose job postings list ERISA knowledge or plan design as core duties rather than a secondary skill.
Search sponsoring employers through Migrate Mate
Use Migrate Mate to filter Retirement Plan Consultant openings by employers with verified green card sponsorship history, so you spend your time on firms already familiar with the PERM process rather than educating hiring managers from scratch.
Clarify whether the role qualifies EB-2 or EB-3
Roles requiring a bachelor's degree in finance, business, or a related field typically fall under EB-3. If your employer will require a master's degree or equivalent advanced credentials, the position may support an EB-2 petition with a faster priority date in some categories.
Ask about the prevailing wage before accepting an offer
DOL sets the wage floor for PERM through the OFLC Wage Search tool, and your offered salary must meet or exceed it. Confirm the wage level your employer plans to certify before signing an offer, since renegotiating after PERM filing is complicated.
Prepare for the PERM recruitment audit window
DOL requires employers to run specific recruitment steps before certifying PERM, including job postings and internal notices. Delays often come from audit requests, not the initial filing, so build at least 12 to 18 months into your timeline from PERM start to I-140 approval.
Green Card Retirement Plan Consultant: Frequently Asked Questions
Does a Retirement Plan Consultant role qualify for an employment-based green card?
Yes. Retirement Plan Consultant is a specialty occupation that typically requires at least a bachelor's degree in finance, business administration, or a related field. That qualification supports an EB-3 petition and, in cases where an employer requires an advanced degree, an EB-2 petition. Your employer files PERM with DOL, then an I-140 with USCIS, before you can adjust status or apply for an immigrant visa.
How does PERM green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa is a temporary work visa requiring renewal every three years and subject to an annual lottery for most applicants. PERM sponsorship leads to permanent residency with no annual individual cap at the EB-3 level for most countries. The tradeoff is timeline: PERM itself takes six months to over a year before USCIS even begins processing the I-140, making the total path to a green card significantly longer than an H-1B approval.
Which employers regularly sponsor green cards for Retirement Plan Consultants?
Third-party administrators, large recordkeepers, national benefits consulting firms, and insurance companies with dedicated retirement divisions are the most consistent sponsors for this role. Smaller boutique advisory firms occasionally sponsor but less frequently maintain the internal HR infrastructure PERM requires. Use Migrate Mate to identify employers with a documented history of green card sponsorship for retirement and benefits roles before applying.
Can my employer start the green card process while I'm on an H-1B?
Yes, and starting early is advisable. Employers can file PERM while you hold H-1B status. If your I-140 is approved and your priority date becomes current, you can file for adjustment of status without changing employers, provided you remain in valid status. After your I-140 has been approved for 180 days, portability rules under AC21 allow you to change employers within the same occupational category without losing your place in the queue.
What professional certifications strengthen a green card petition for this role?
Credentials like the Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), or Certified Employee Benefit Specialist (CEBS) signal demonstrated expertise beyond a general degree. While PERM does not require certifications beyond the stated minimum job requirements, holding credentials that align with the specific duties in the PERM job description helps demonstrate your qualifications meet the role's needs if DOL audits the petition.