401k Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage in outreach via phone, email, and web to connect with potential employer clients and broker/advisor referral sources.

• Evaluate incoming leads and work in conjunction with Account Executives to progress opportunities.

• Assist in sales presentations and product demonstrations, including the creation of customized materials.

• Partner with broker/advisor networks, referral associates, and internal sales teams to develop retirement plan opportunities.

• Keep precise CRM records of outreach efforts, pipelines, meetings, and results.

• Achieve or surpass activity and meeting-booking objectives.

• Aid in the development of proposals, pricing assistance, and contract/plan setup documentation.

• Stay informed on 401(k) plan trends, employer-sponsored retirement issues, and fiduciary responsibilities.

• Collaborate with Marketing, Product, Client Success, and Operations to facilitate onboarding, transitions, and service readiness.

• Contribute to the growth of Paylocity’s employer-sponsored 401(k) retirement services and drive new plan acquisitions while expanding existing relationships.

⛳️ Requirements

• A Bachelor's degree is preferred (in Business, Finance, Marketing, or a related field) or equivalent experience.

• 1-3 years of experience in sales, business development, or customer-facing roles.

• 1-3 years of relevant experience in employer retirement plans (401(k), 403(b)), financial services, or HCM/benefits-related sales is preferred.

• QKA, CPC, or NAPA CPFA certifications are strongly preferred.

• A solid understanding of employer-sponsored benefits and advisor/broker distribution channels is required.

• Proficiency with CRM systems, such as Salesforce, is required.

• Ability to leverage data/reporting to inform outreach efforts is essential.

• Excellent verbal and written communication skills are necessary.

• Comfortable making outbound calls and conducting email outreach.

• Capable of managing a high volume of calls/emails, handling tasks efficiently, and striving towards targets.

• Must be available to work five days a week during designated work hours.

• Must be authorized to work within the U.S.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Disability insurance

• 401(k) match

• Career development opportunities

• Variable commission plan

• Annual bonus

• Restricted stock unit grant

• Fully remote work from home or location of record within the U.S.