Retirement Plan Specialist Jobs in USA with Visa Sponsorship
Retirement Plan Specialists help employees navigate 401(k)s, pensions, and other workplace benefits, work that often qualifies for H-1B visa and other professional visas. Most positions require a finance, economics, or business degree, and the specialized knowledge of ERISA regulations and retirement plan administration creates strong visa sponsorship cases. For detailed occupation requirements, see the O*NET profile.
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Unlock Your Career Potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we'll give you the tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations to small start-ups. And as you achieve success, you'll enjoy the rewards, support and recognition you deserve.
ADP is hiring a Retirement Plan Specialist. In this position, you'll identify and cultivate new prospects with greater than 50 employees in your territory, cross-sell solutions to existing clients, and effectively close sales, with the support of exceptional sales training and the rewards of advancement opportunities and industry-leading compensation, benefits and awards.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.
Responsibilities:
- Reach or exceed assigned sales goals
- Implement sales strategies
- Develop and execute a cold calling strategy to target prospects
- Mine existing and prospective clients for referral business both new and conversion
- Establish and maintain good customer relations, with both internal and external customers
- Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s)
- Build mutually beneficial relationships with Alliance Partners
- Build network in person and via phone with key decision makers in a designated territory.
PREFERRED QUALIFICATIONS:
Preference will be given to candidates who have the following:
- Experience working on a sales quota
- Demonstrated ability to exceed sales quotas
- Business-to-business experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge
- Existing relationships with Financial Advisors in the assigned territory is a plus
- Goal oriented and ambitious, with capacity and drive to reach and exceed quotas
- Demonstrated cold calling sales ability, with assertive, positive and persistent style
- Proven customer service and relationship building skills
- Ability to effectively communicate through all mediums (verbal, listening, written)
- Aptitude for acquiring sales skills and product knowledge
- Organized, with effective time management skills
- Ability to work independently and with a team
- General business acumen
- Mature and self-confident
- Capacity to work under pressure
- Strong work ethic
- Committed to building a career path.
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
Position Description:
Unlock Your Career Potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we'll give you the tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations to small start-ups. And as you achieve success, you'll enjoy the rewards, support and recognition you deserve.
ADP is hiring a Retirement Plan Specialist. In this position, you'll identify and cultivate new prospects with greater than 50 employees in your territory, cross-sell solutions to existing clients, and effectively close sales, with the support of exceptional sales training and the rewards of advancement opportunities and industry-leading compensation, benefits and awards.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.
Responsibilities:
- Reach or exceed assigned sales goals
- Implement sales strategies
- Develop and execute a cold calling strategy to target prospects
- Mine existing and prospective clients for referral business both new and conversion
- Establish and maintain good customer relations, with both internal and external customers
- Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s)
- Build mutually beneficial relationships with Alliance Partners
- Build network in person and via phone with key decision makers in a designated territory.
PREFERRED QUALIFICATIONS:
Preference will be given to candidates who have the following:
- Experience working on a sales quota
- Demonstrated ability to exceed sales quotas
- Business-to-business experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge
- Existing relationships with Financial Advisors in the assigned territory is a plus
- Goal oriented and ambitious, with capacity and drive to reach and exceed quotas
- Demonstrated cold calling sales ability, with assertive, positive and persistent style
- Proven customer service and relationship building skills
- Ability to effectively communicate through all mediums (verbal, listening, written)
- Aptitude for acquiring sales skills and product knowledge
- Organized, with effective time management skills
- Ability to work independently and with a team
- General business acumen
- Mature and self-confident
- Capacity to work under pressure
- Strong work ethic
- Committed to building a career path.
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Plan Specialist
Emphasize ERISA expertise in your visa petition
Highlight your knowledge of Employee Retirement Income Security Act regulations, fiduciary responsibilities, and compliance requirements. This specialized regulatory knowledge strengthens the specialty occupation argument for H-1B petitions.
Target large employers with established 401(k) programs
Fortune 500 companies and mid-size firms with complex retirement benefits are more likely to sponsor visas. They understand the specialized skills needed for plan administration and compliance.
Get relevant certifications to strengthen your case
Professional designations like CRP, QPA, or QKA demonstrate specialized knowledge that supports visa applications. These credentials show expertise beyond what a general business degree provides.
Focus on fiduciary and compliance responsibilities
Emphasize duties involving plan oversight, regulatory reporting, and participant education. These responsibilities require specialized knowledge of retirement plan law that strengthens the H-1B specialty occupation requirement.
Apply to benefits consulting firms
Third-party administrators and consulting companies like Fidelity, Vanguard, and Mercer regularly hire retirement specialists and have experience with visa sponsorship processes for specialized finance roles.
Highlight actuarial or investment analysis skills
Experience with plan funding, investment oversight, or actuarial calculations adds technical depth to your profile. These quantitative skills support the argument that your role requires specialized professional knowledge.
Frequently Asked Questions
What degree do I need for H-1B sponsorship as a Retirement Plan Specialist?
Most employers require a bachelor's degree in finance, economics, business administration, or accounting. Some positions accept related fields like mathematics or statistics. The degree requirement supports the H-1B specialty occupation standard, as retirement plan work requires specialized knowledge of financial regulations and fiduciary law.
Do Retirement Plan Specialist roles qualify for H-1B visas?
Yes, these positions typically qualify as specialty occupations under H-1B regulations. The role requires specialized knowledge of ERISA compliance, fiduciary responsibilities, and retirement plan administration that goes beyond general business skills. Employers can successfully argue that a finance or business degree is essential for the position.
Which employers are most likely to sponsor visas for this role?
Large corporations with substantial 401(k) programs, benefits consulting firms like Mercer or Aon, and third-party administrators such as Fidelity or Principal frequently sponsor visas. These employers understand the specialized nature of retirement plan work and have HR departments experienced with immigration processes.
Can I get sponsored without prior retirement plan experience?
Entry-level sponsorship is possible with a relevant degree and strong analytical skills. Many employers hire recent graduates into retirement plan trainee positions. However, having internship experience with benefits administration, relevant coursework in employee benefits, or certifications like CRP can significantly improve your sponsorship chances.
How to find Retirement Plan Specialist jobs with visa sponsorship?
To find Retirement Plan Specialist jobs with visa sponsorship, use Migrate Mate, which specializes in visa-sponsored opportunities. Focus your search on financial services firms, insurance companies, and large corporations that typically sponsor H-1B visas for specialized finance roles. These employers often need qualified professionals to manage employee retirement benefits and 401(k) programs, making visa sponsorship more likely for experienced candidates.
What makes a strong visa case for Retirement Plan Specialist positions?
Emphasize the specialized regulatory knowledge required for ERISA compliance, fiduciary oversight responsibilities, and the complexity of modern retirement plans. Highlight any experience with plan administration software, actuarial calculations, or investment oversight. Professional certifications and specific coursework in employee benefits or pension law strengthen the specialty occupation argument.
What is the prevailing wage requirement for sponsored Retirement Plan Specialist jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.