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

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

Job summary

Talentify.io is seeking a dynamic sales professional to present and sell retirement plans to key decision-makers. This role involves client prospecting, managing relationships, and ensuring client satisfaction. The company promotes an inclusive culture with ample opportunities for career growth and work-life balance.

Benefits

Comprehensive rewards package

Flexible work-life balance

Paid time off for volunteerism

Career advancement opportunities

Qualifications

• Less than 1 year of relevant experience with successful completion of training programs.
• 2 years of experience in sales or sales management.
• Ability to represent the employer positively.

Responsibilities

• Present retirement plan products to decision-makers.
• Schedule appointments and visit potential referral sources.
• Prospect for new clients through various methods.

Skills

Sales skills

Lead generation

Client satisfaction

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Salary up to $115,000, including base pay plus commissions
- Comprehensive rewards package, including medical coverage, virtual wellness classes, and 401(k) with employer match
- Opportunities for career advancement through award-winning training and development programs
- Flexible work-life balance with paid time off, company holidays, and culture days
- Inclusive company culture that values diversity and encourages employee voices
- Paid time off for volunteerism and support for community initiatives

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to key decision-makers and end users to close new sales
- Schedule appointments and visit potential referral sources, particularly within the financial advisor community
- Prospect for new clients through various methods, including phone calls, direct mail, and seminars
- Analyze prospects’ needs to recommend appropriate products and ensure client satisfaction and retention
- Complete new business paperwork and enter sales data into Salesforce.com for efficient client service

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience with successful completion of training programs
- 2 years of experience in sales or sales management
- Ability to project a positive image and represent the employer to clients and the community
- Willingness to travel outside of geographical territory for conferences and training sessions

How to Stand Out (Preferred Qualifications):
- Experience in the retirement plan industry or related sales experience
- Strong understanding of technical and competitive sales skills
- Knowledge of Salesforce.com or similar CRM systems
- Proven track record of successful lead generation and closing sales
- Certification or training related to retirement plans or financial services

#HumanResources #SalesOpportunity #CareerGrowth #DiversityAndInclusion #FlexibleWork

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."