Account Executive - Retirement 401(k) Services (remote)

Talentify.io; United States; Remote; USD 80,000 - 115,000; Full time

Job summary

A leading company in Human Resource Services is seeking a sales professional to present and sell retirement plans. The role involves interacting with clients, understanding their needs, and closing sales while benefiting from a comprehensive rewards package. Join a culture that values growth and diversity while fostering professional development through ongoing training and work-life balance.

Benefits

Comprehensive rewards package

Medical coverage

Tuition reimbursement

Flexible work-life balance

Paid time off

Qualifications

• High school diploma required.
• 2 years experience in sales or management.
• Ability to travel for conferences and training.

Responsibilities

• Present retirement plans to decision-makers to close sales.
• Schedule appointments with potential clients.
• Analyze client needs and recommend appropriate products.

Skills

Communication

Interpersonal skills

Networking skills

Education

High School Diploma or equivalent

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Salary up to $115,000
- Comprehensive rewards package including medical coverage, virtual wellness classes, and tuition reimbursement
- Flexible work-life balance with paid time off, company holidays, and culture days
- Opportunities for ongoing training and development to enhance your career
- Inclusive company culture that values diverse perspectives and community involvement

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to decision-makers to close new sales
- Schedule appointments and visit potential referral sources, including financial advisors
- Utilize various prospecting methods to seek new clients and referral sources
- Analyze prospects’ needs and determine appropriate products to recommend
- Expedite resolution of client issues to ensure satisfaction and retention

What is Required (Qualifications):
- High School Diploma or equivalent
- Less than 1 year of relevant experience at the employer and successful completion of required training programs
- 2 years of experience in sales or sales management
- Strong communication and interpersonal skills
- Ability to travel outside geographical territory for conferences and training sessions

How to Stand Out (Preferred Qualifications):
- Experience in retirement plan sales or related financial services
- Familiarity with Salesforce.com or similar CRM systems
- Proven track record of successful sales performance
- Participation in relevant training or certifications beyond initial requirements
- Strong networking skills within the financial advisor community

#HumanResources #SalesOpportunities #CareerGrowth #InclusiveWorkplace #EmployeeBenefits

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