H-1B Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles qualify as H-1B visa specialty occupations because they require a bachelor's degree or higher in finance, accounting, business, or a related field. Large financial services firms, benefits administrators, and consulting firms regularly file H-1B petitions for this role and are active sponsors.
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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 38+ H-1B Visa Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Retirement Plan Consultant Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Retirement Plan Consultant
Map your degree to the role
USCIS requires your degree field to directly relate to retirement plan consulting. A finance, accounting, actuarial science, or business administration degree strengthens your petition. A general studies or unrelated degree will likely trigger an RFE.
Target employers with LCA filing history
Search Migrate Mate to identify employers who have filed Labor Condition Applications for Retirement Plan Consultant or closely related titles. Consistent LCA history signals an established H-1B process, reducing delays on your end.
Verify prevailing wage before negotiating
Your offer must meet the DOL prevailing wage for your job title and worksite location. Run your title through the OFLC Wage Search before accepting an offer so you know the wage floor your employer must certify on the LCA.
Confirm the employer's cap-subject status early
Most private financial services firms are cap-subject, meaning your petition enters the annual H-1B lottery. Nonprofits and government-affiliated research institutions may be cap-exempt. Ask HR about their entity type before the lottery registration deadline in March.
Document your credentials for specialty occupation proof
Gather your official transcripts, any ASPPA, CEBS, or ERPA credentials, and a detailed job description before filing. USCIS scrutinizes retirement plan roles because the required degree field isn't always obvious from the title alone.
Plan around the 60-day grace period when changing jobs
If you're moving from one plan consulting firm to another, your new employer must file an H-1B transfer petition before your current job ends. The 60-day grace period starts the day your employment terminates, not when your current petition expires.
H-1B Visa Retirement Plan Consultant: Frequently Asked Questions
Does a Retirement Plan Consultant role qualify as an H-1B specialty occupation?
Yes. USCIS classifies Retirement Plan Consultant as a specialty occupation because the role typically requires a bachelor's degree or higher in finance, accounting, business administration, or a closely related field. Your employer must demonstrate that the specific position requires that theoretical and practical application of highly specialized knowledge, which a detailed job description and your transcripts help establish.
Which employers sponsor H-1B visas for Retirement Plan Consultants?
Financial services firms, third-party administrators, benefits consulting firms, insurance carriers, and large accounting firms are the most active H-1B sponsors for this role. Migrate Mate filters employers by LCA filing history so you can focus your applications on firms that have a documented track record of sponsoring this specific occupation rather than guessing from a job posting.
What professional credentials strengthen an H-1B petition for this role?
Credentials like the Qualified 401(k) Administrator designation from ASPPA, the Certified Employee Benefit Specialist credential, or the Enrolled Retirement Plan Agent authorization from the IRS support the specialty occupation argument. They signal that the role requires specialized knowledge beyond a generalist business degree, which helps counter RFEs questioning whether the position truly requires a specific degree field.
How does the DOL prevailing wage requirement apply to Retirement Plan Consultant positions?
Your employer must certify on the LCA that they will pay you at least the DOL prevailing wage for your job title and work location. Prevailing wages for this role vary significantly by metro area and experience level. You can verify the applicable wage using the OFLC Wage Search before your offer is finalized, and O*NET provides the SOC code your employer will use to run that lookup.
Can I transfer my H-1B to a new employer if I change plan consulting firms?
Yes, through H-1B portability under AC21. Your new employer files a transfer petition before your current employment ends. You can start working for the new firm once the transfer petition is received by USCIS, without waiting for approval. Keep your most recent pay stubs and a copy of the approved I-797 from your current employer to document continuous valid status during the transfer.