Remote 401(k) Retirement Sales Executive

AptaChem Consulting LLC; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

Paylocity is hiring a 401(k) Account Executive to drive growth in retirement services by generating leads, qualifying prospects, and supporting the sales process. You will collaborate with brokers, advisors, and internal teams to expand plan relationships and ensure smooth onboarding for new 401(k) clients.

Ideal candidates have 1–3 years in sales or business development, familiarity with Salesforce, and relevant credentials.

Qualifications

• Bachelor’s degree preferred (Business, Finance, Marketing or related field) or equivalent experience.
• 1-3 years of sales, business development or customer-facing experience (internships, SaaS exposure, or financial services background welcome).
• QKA- Qualified 401(k) Administrator, CPC- Certified Pension Consultant, or NAPA CPFA – Certified Plan Fiduciary Advisor credentials strongly preferred.
• Familiarity with CRM (e.g., Salesforce) and ability to use data/reporting to guide outreach.
• Strong communication skills (verbal and written).
• Ability to handle a high volume of calls/emails.

Responsibilities

• Conduct outreach (via phone, email, web) to prospective employer clients and broker/advisor referral sources to generate interest in 401(k) solutions.
• Qualify in-bound leads and work with the Sales team (Account Executives) to move qualified opportunities forward.
• Support sales presentations and product demos — including preparation of materials tailored to 401(k)/retirement plan decision-makers.
• Collaborate with broker/advisor channels, referral partners, and internal sales teams to create opportunities for retirement-plan business.
• Maintain accurate records of outreach, pipelines, meetings, and outcomes in CRM.
• Meet or exceed activity and meeting-booking targets (e.g., number of qualified meetings, calls, pipeline volume).
• Assist in proposal development, pricing support, and coordination of contract/plan-set-up documentation for new plan clients.
• Stay informed of the retirement-plan marketplace (401(k) plan trends, employer-sponsored retirement issues, fiduciary concerns) and help incorporate insights into sales approach.
• Work cross-functionally with Marketing, Product, Client Success, and Operations to ensure smooth client onboarding, hand-off, and service readiness for new 401(k) plan clients.

Skills

Outbound calls

Email outreach

Strong communication

Data reporting

Education

Bachelor’s degree preferred

QKA/CPC/NAPA CPFA credentials preferred

Tools

Salesforce

Job description

Paylocity is hiring a 401(k) Account Executive to drive growth in retirement services by generating leads, qualifying prospects, and supporting the sales process. You will collaborate with brokers, advisors, and internal teams to expand plan relationships and ensure smooth onboarding for new 401(k) clients.

Ideal candidates have 1–3 years in sales or business development, familiarity with Salesforce, and relevant credentials.