Remote Sales Executive - Retirement/401k Vertical

O'Neil Digital Solutions; Los Angeles (CA); Remote; USD 165,000 - 200,000; Full time

Job summary

O'Neil Digital Solutions seeks an experienced Remote Sales Executive for their Retirement/401k vertical. In this role, you will be responsible for driving sales and building relationships with clients in the Financial Services industry. The position requires a strategic approach to business development and expertise in sales processes, along with a proven track record of success.

Qualifications

• 10 years proven experience in sales for Financial Services.
• Experience selling large multi-million dollar contracts.
• Expertise in CRM tools required.

Responsibilities

• Present and sell products to Fortune 500 accounts.
• Prepare presentations and proposals for prospects.
• Maintain client relationships and oversee pricing issues.

Skills

Sales expertise

Business development

Data analytics

SaaS solutions

Relationship management

Tools

Salesforce

Job description

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Date Posted: Jun 27, 2025

Company: O'Neil Digital Solutions, LLC

Title: Remote Sales Executive - Retirement/401k Vertical

About Us

Founded in 1973, O’Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals including Financial Services, Digital Media, Healthcare, and Transportation industries. ODS provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations. ODS offers state of the art publishing solutions through our customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing and fulfillment services. ODS is headquartered in Los Angeles, CA and also has offices/plants in Texas and North Carolina centrally located to serve clients across the country.

Summary

The Sales Executive will partner with clients to understand their needs and deliver customized value-added solutions to solve customers’ strategic business priorities. The person in this position will participation in a range of duties such as prospecting, presenting, proposal submission and closing sales to new and existing customers.

Duties And Responsibilities

• Present and sell Company’s products and services to Fortune 500 accounts in the Financial Services - Retirement (401k) industry.
• Follow through on tactical sales plan of the Company, including:
• Identify sales opportunities.
• Prepare and configure presentations, proposals, and sales contracts for prospects.
• Subject matter expert for all products and services offered by Company, and is knowledgeable on Financial Service industry’s needs and trends around customer communications.
• Utilizes Salesforce on a daily basis to keep prospect and client activities up to date. Reports will be generated by management to track daily prospecting calls, meetings, proposals, estimated pipeline of proposal revenue, closing ratios, and other important sales activity data.
• Communicate new product and service opportunities, special developments, and new technology to clients and prospects.
• Responsible for establishing and maintaining the relationship with clients, which includes continuously meeting with clients.
• Oversee all pricing related issues, questions, proposal, and change orders for prospects and clients, as well as review and approve related invoices.
• Participate in marketing events such as seminars, trade shows, and telemarketing events.
• Perform other duties as assigned.
• Experience selling into Financial Services - Retirement (401k) providers, required.
  

Qualifications & Requirements

• 10 years of proven sales, business development, and creating strategic partnership success in data analytics and SAAS, for the Financial Services Industry (including Banking, Life Insurance, Institutional, Defined Contribution, etc).
• Experience selling large, multi-million-dollar contracts to large organizations.
• Experience in CRM tools and Salesforce.
  
  

Salary Range

Base Salary Range: $165-200k + commission plan

Working Conditions

Office / Sedentary Requirements

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Travel or Driving Requirements

% of Travel Required: 60%

% of Driving Required: 60%

Equal Opportunity Employer

O'Neil Digital Solutions is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Nearest Major Market: Los Angeles

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting

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