Account Executive - Retirement 401 (k) Services (Remote - WEST COAST)

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

Job summary

A leading company in Human Resource Services is looking for sales professionals to present retirement plans and flexible spending accounts. This role offers a competitive salary, a comprehensive benefits package, and opportunities for career growth. Candidates should have a high school diploma and experience in sales management, with a focus on client satisfaction and maintaining records in systems such as Salesforce.com.

Benefits

Comprehensive benefits package

Flexible work-life balance

Tuition reimbursement

401(k) with employer match

Award-winning training programs

Paid time off for community involvement

Qualifications

• Less than 1 year of relevant experience with successful completion of required training programs.
• 2 years of experience in sales or sales management.
• Strong analytical skills to determine client needs.

Responsibilities

• Present retirement plan and flexible spending account products to clients.
• Schedule appointments and visit referral sources.
• Utilize various prospecting methods to secure new clients.

Skills

Analytical skills

Networking

Lead generation

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Salary range up to $115,000, including base pay plus commissions
- Comprehensive benefits package, including medical coverage, tuition reimbursement, and 401(k) with employer match
- Award-winning training and development programs to support career growth
- Flexible work-life balance with paid time off, company holidays, and culture days
- Commitment to diversity, equity, and inclusion in the workplace
- Opportunities for community involvement with paid time off for volunteerism

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to decision-makers and end-users to close new sales
- Schedule appointments and visit referral sources, particularly within the financial advisor community
- Utilize various prospecting methods, including telephone outreach and local marketing programs, to secure new clients
- Analyze prospects’ needs to recommend appropriate products and ensure client satisfaction
- Complete and submit accurate business paperwork and maintain records in Salesforce.com for seamless service

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience with successful completion of required training programs
- 2 years of experience in sales or sales management
- Strong analytical skills to determine client needs and interests
- Ability to project a positive image and uphold the employer's reputation

How to Stand Out (Preferred Qualifications):
- Experience in retirement plan sales or financial services
- Familiarity with Salesforce.com or similar CRM systems
- Proven track record in lead generation and closing sales
- Participation in relevant training sessions or certifications
- Strong networking skills within the financial advisor community

#HumanResources #SalesOpportunity #CareerGrowth #DiversityAndInclusion #WorkLifeBalance

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