Remote 401(k) Account Executive

Paylocity; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

401(k) match

Career development

Job summary

Paylocity is seeking a 401(k) Account Executive to drive retirement services growth across the US. You will generate leads, qualify prospects, support the sales process, and collaborate with brokers, advisors, and internal teams to expand employer-sponsored retirement plans.

Responsibilities include creating tailored presentations, maintaining CRM records, meeting activity targets, and assisting with proposals and plan setup.

Qualifications

• Bachelor’s degree preferred (Business, Finance, Marketing or related field) or equivalent.
• 1-3 years in sales, business development or customer-facing roles; SaaS or financial services background welcomed.
• QKA, CPC or NAPA CPFA credentials strongly preferred.
• 1-3 years of experience in employer retirement plans or related financial services.
• Familiarity with CRM (Salesforce) and data-driven outreach.
• Strong communication skills (verbal and written).
• Ability to handle a high volume of calls and emails.

Responsibilities

• Generate leads and qualify prospects for 401(k) solutions.
• Qualify inbound leads and move opportunities forward with Sales.
• Support presentations and demos tailored to retirement plan decision-makers.
• Collaborate with broker/advisor channels and internal teams to create opportunities.
• Maintain accurate CRM records of outreach, meetings and outcomes.
• Meet activity and meeting-booking targets.
• Assist in proposal development, pricing support, and contract coordination.
• Stay informed on retirement-plan marketplace trends to inform sales approach.
• Work cross-functionally to ensure smooth onboarding and service readiness.

Skills

Communication skills

High-volume outreach

CRM experience

Education

Bachelor's degree preferred

Retirement plans experience 1-3 years

Certifications preferred: QKA/CPC/NAPA CPFA

Tools

Salesforce

Job description

Paylocity is seeking a 401(k) Account Executive to drive retirement services growth across the US. You will generate leads, qualify prospects, support the sales process, and collaborate with brokers, advisors, and internal teams to expand employer-sponsored retirement plans.

Responsibilities include creating tailored presentations, maintaining CRM records, meeting activity targets, and assisting with proposals and plan setup.