How To Become An Individual Pension Consultant: What It Is and Career Path

What is an individual pension consultant and how to become one

Updated January 8, 2025

3 min read

There is more than meets the eye when it comes to being an individual pension consultant. For example, did you know that they make an average of $21.05 an hour? That's $43,775 a year! Between 2018 and 2028, the career is expected to grow 15% and produce 50,900 job opportunities across the U.S.

ScoreIndividual Pension ConsultantUS Average

Salary

3.4

Avg. Salary $43,775

Avg. Salary $59,228

Stability level

6.6

Growth rate 15%

Growth rate 0.3%

Diversity

5.0

Race

American Indian and Alaska Native 0.11%

Asian 8.28%

Black or African American 5.62%

Hispanic or Latino 9.43%

Unknown 4.37%

White 72.20%

Gender

female 40.24%

male 59.76%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

6.6

Stress level is high

7.1 - high

Complexity level

8.8

Complexity level is advanced

7 - challenging

Work life balance

5.6

Work life balance is fair

6.4 - fair

Key steps to become an individual pension consultant

Explore individual pension consultant education requirements

Most common individual pension consultant degrees

Bachelor's

77.2 %

Master's

10.7 %

Associate

6.3 %

Start to develop specific individual pension consultant skills

Skills	Percentages
Financial Issues	38.16%
Insurance Products	13.94%
Life Insurance	9.20%
Annuities	7.11%
Asset Retention	5.37%

Complete relevant individual pension consultant training and internships

Accountants spend an average of 1-2 years on post-employment, on-the-job training. New individual pension consultants learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an individual pension consultant based on U.S. Bureau of Labor Statistics data and data from real individual pension consultant resumes.

Research individual pension consultant duties and responsibilities

Manage files from origination to closing, and accurately organize and review all documents for processing.
Provide financial products and services to assist the investors with their financial needs like loans, after tax annuities and IRAs.
Review and implement terms of QDRO for retirement annuities in marital dissolution proceedings.
Manage files from origination to closing, and accurately organize and review all documents for processing.

Prepare your individual pension consultant resume

When your background is strong enough, you can start writing your individual pension consultant resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an individual pension consultant resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable individual pension consultant resume templates

Build a professional individual pension consultant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your individual pension consultant resume.