Sales Executive, 401k Pooled Employer Plan (PEP)

Aon; Philadelphia (Philadelphia County); On-site; USD 143,000 - 185,000; Full time

Benefits offered by this job

401(k) with employer contributions

Employee stock purchase plan

Long‑term incentive awards

Medical, dental and vision insurance

PTO: holidays and vacation

Job summary

Aon is seeking a Sales Executive for its 401(k) Pooled Employer Plan team in the Northeast region. The role focuses on creating demand, driving go‑to‑market strategy, and building a personal prospect pipeline across assigned markets.

You will collaborate with DC Leadership, integrate with internal teams, and travel regularly to develop markets and close opportunities. Bachelor’s degree required; 5+ years of DC sales experience preferred.

Qualifications

• 5+ years of direct or equivalent sales experience in the defined contribution market.
• Established network of contacts in the DC industry.
• Ability to create a personal pipeline of non-Aon clients in your territory.

Responsibilities

• Achieve annual Aon PEP sales goals.
• Establish and coordinate sales strategy across markets.
• Identify opportunities with existing and non-Aon clients.
• Collaborate with regional sales leaders to move leads to opportunities.
• Build and maintain the Aon PEP prospect pipeline and reports.
• Introduce lead generation resources in the selling process.

Skills

DC sales

Pipeline development

Relationship building

Sales strategy

Communication

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM (Aon Connect)

Job description

Aon Is looking for a Sales Executive for our 401(k) Pooled Employer Plan Team - Based in Northeast Region

Be part of the industry‑leading team bringing Aon’s innovative defined contribution 401(k) savings plan to employers across the U.S. – the Aon Pooled Employer Plan (Aon PEP). At Aon, we believe that PEPs are the next generation of retirement savings as they 1) reduce work for employers, 2) reduce risk for fiduciaries, and 3) reduce costs and improve results for employees. In 2021, we introduced our Aon PEP to meet this growing market demand and to date have over $7B in assets and commitments in our new program. We are targeting this multi‑trillion dollar market with a dedicated sales team.

Your Impact as a Sales Executive

The sales executive will be responsible for creating internal and external demand for the Aon PEP, driving our go‑to‑market strategy, creating and nurturing a personal pipeline of prospects in your territory, and coordinating and directly participating in sales efforts.

Responsibilities

• Achieve annual Aon PEP sales goals.


• Establish and coordinate sales strategy and execution across all assigned markets.


• Identify and pursue opportunities with both a) existing Aon clients and b) self‑developed pipeline of non‑Aon clients via relationships and digital marketing and prospecting.


• Effectively integrate with other Aon sales leaders across practices to identify opportunities, actively work the pipeline to create leads, and move leads to opportunities.


• Build and maintain the Aon PEP prospect pipeline and other sales reporting responsibilities.


• Effectively introduce lead generation resources at the appropriate time in the selling process.


• Collect and communicate market intelligence on products/services and incorporate it into sales client planning process.


• Creatively eliminate barriers for clients entering new markets; support the team in navigating alternative paths to making the sale.


• Ensure most efficient use of Aon Connect, Aon’s internal CRM/pipeline management tool.


• Partner with Aon PEP and DC Leadership teams to advance marketing, investments and solution development.


• Regular/minimum of 30% travel expected, depending on sales opportunities.


• Collaborate and share approaches and findings with other regional Master Trust sales teams globally as we expand this offering in other markets.

Qualifications And Expertise

• 5+ years of direct or equivalent sales experience in the defined contribution market (or similar institutional assets) with demonstrated sales success.


• Established network of contacts in the DC industry.


• Ability to create a personal pipeline of non‑Aon clients to pursue in your territory.


• Proven history of success in developing new products in various markets, and establishing and executing a sales strategy.


• Demonstrated history of building and maintaining a substantial pipeline.


• Ability to communicate the value of a product to clients, deliver insights on how the service will impact the client’s business, and effectively close opportunities.


• Subject Matter Expertise: Broad knowledge and expertise of defined contribution plan design, administration, investments, and delivery.


• Excellent relationship management abilities: Capability to build trusted advisor relationships at multiple levels in a potential client company, including members of the fiduciary, financial, and administrative committees who are responsible for the defined contribution plan. Experienced in maintaining productive, internal relationships to leverage those resources when necessary.


• Outstanding Communication and Project Management skills: Ability to manage multiple, complex sales processes at the same time. Very strong internal and external communication skills, with the ability to listen comprehensively and deliver clear instructions and/or recommendations.

Education

• Bachelor’s Degree required.


• Advanced Degree is preferred and/or equivalent work‑related experience and success.


• FINRA license is not required, but preferred.

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail].

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws

The salary range for this position intended for U.S. applicants is $143,000 to $185,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long‑term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short‑term disability and optional long‑term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.