Remote Internal Sales Executive — Retirement Plans

WealthPlus, Inc.; New York (NY); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

401k program

Equity opportunities

Comprehensive benefits

Paid time off

Job summary

WealthPlus, Inc. in New York City, remote-ready, seeks an Internal Sales Executive to drive 401(k) plan sales through financial advisors. You will prospect, qualify, run discovery, deliver demos, and build proposals, partnering closely with external sales and field coverage. This is a quota-carrying role reporting to the Head of Advisor Sales.

You’ll help shape our playbook through early-stage input while expanding advisor relationships and guiding plans from conversation to onboarded accounts.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field.
• 2+ years of experience in a wholesaling or client facing role focused on retirement plans.
• Demonstrated experience supporting and helping build a territory through advisor, intermediary, or partner distribution channels.

Responsibilities

• Build pipeline by prospecting financial advisors, RIAs and broker-dealer reps via outbound calls, email, LinkedIn and inbound leads.
• Lead discovery calls, deliver virtual demos, and qualify plan opportunities on size, timing and fit.
• Gather census and plan data, prepare proposals and fee illustrations, and coordinate with pricing on non-standard requests.
• Guide advisors and plan sponsors through paperwork and conversion, then hand off to implementation and service.
• Support external wholesalers with demos, proposals and follow-up; clarify ownership of advisor relationships.
• Grow advisor relationships with regular check-ins, education and new-plan campaigns.
• Log all activity in CRM, maintain forecasts and report pipeline weekly.
• Share competitive intel and product gaps with leadership, marketing and product.

Skills

Retirement industry knowledge

Consultative sales

Advisor relationships

CRM proficiency

Communication skills

Education

Bachelor’s degree in Business, Finance, Marketing, or Communications

Tools

CRM software

Job description

WealthPlus, Inc. in New York City, remote-ready, seeks an Internal Sales Executive to drive 401(k) plan sales through financial advisors. You will prospect, qualify, run discovery, deliver demos, and build proposals, partnering closely with external sales and field coverage. This is a quota-carrying role reporting to the Head of Advisor Sales.

You’ll help shape our playbook through early-stage input while expanding advisor relationships and guiding plans from conversation to onboarded accounts.