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

Talentify.io; United States; Remote; USD 85,000 - 115,000; Full time

Job summary

A leading company in Human Resources is seeking a motivated sales representative to present retirement plans and flexible spending account products. This role offers a competitive salary up to $115,000, a comprehensive rewards package, and opportunities for personal and career development in a diverse and inclusive workplace.

Benefits

Comprehensive rewards package

Medical coverage

Virtual wellness classes

Tuition reimbursement

Flexible work-life balance programs

Paid volunteer time

Qualifications

• Less than 1 year of relevant experience in sales.
• Minimum of 2 years in sales or sales management.
• Ability to submit accurate paperwork and reports.

Responsibilities

• Present retirement plan products to decision-makers.
• Schedule appointments and visit referral sources.
• Prospect new clients using various channels.

Skills

Sales skills

Technical knowledge

Competitive analysis

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 tuition reimbursement
- Flexible work-life balance programs, including paid time off and company holidays
- Award-winning training and development programs for ongoing career growth
- Inclusive company culture that values diversity and employee perspectives
- Opportunities for community engagement through paid volunteer time

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to decision-makers for closing new sales
- Schedule appointments and visit potential referral sources, particularly within the financial advisor community
- Prospect new clients through various channels, including telephone, direct mail, and seminars
- Analyze client needs and recommend appropriate products, referring to the right parties when necessary
- Expedite resolution of client issues to ensure satisfaction and retention

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience with successful completion of required training programs
- Minimum of 2 years of experience in sales or sales management
- Ability to complete and submit accurate new business paperwork and expense reports
- Strong technical, competitive, and sales skills knowledge

How to Stand Out (Preferred Qualifications):
- Experience with Salesforce.com for managing sales and client notes
- Previous experience in retirement plan sales or related financial services
- Demonstrated success in lead generation and closing sales
- Familiarity with SAFE examinations related to product knowledge
- Participation in training sessions or self-study modules related to the industry

#HumanResources #SalesOpportunity #CareerGrowth #DiversityInclusion #CompetitiveCompensation