401k Account Executive

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

📋 Description

• Generate leads and assess prospects for employer-sponsored 401(k) solutions.

• Conduct outreach through phone calls, emails, and web communications to potential employer clients and broker/advisor referral sources.

• Collaborate with Account Executives to move qualified opportunities forward.

• Assist in sales presentations and product demonstrations.

• Prepare customized materials directed at decision-makers for 401(k) and retirement plans.

• Work in partnership with brokers, advisors, referral partners, and internal sales teams.

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

• Achieve or surpass activity and meeting-booking goals.

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

• Keep abreast of trends in 401(k) plans, employer-sponsored retirement issues, and fiduciary matters.

• Collaborate across departments with Marketing, Product, Client Success, and Operations during onboarding and handoff processes.

• Support the acquisition of new plans and the growth of existing plan relationships.

⛳️ Requirements

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

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

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

• Required understanding of employer-sponsored benefits and advisor/broker distribution channels.

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

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

• Strong verbal and written communication skills are necessary.

• Comfort with making outbound calls and conducting email outreach.

• Ability to manage a high volume of calls/emails, prioritize tasks, and work towards targets.

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

• Capacity to maintain a stationary position for extended periods.

• Proficiency in operating standard office equipment.

• Effective communication skills in person, over the phone, and via email.

• Ability to lift and carry up to 5 pounds as required.

• Capability to bend, reach, or stoop as necessary.

• Ability to sustain focus and attention to detail for prolonged periods.

• Must be capable of working at a desk or workstation for extended durations.

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

• Must be able 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.