CareerPlan

Summer Opportunities - Retirement Sales AE

Denver, CO - HybridFull-time2026-10-05 → 2026-11-10
Hybrid

Core

Mid-level Account Executive driving new 401(k) sales, plan migrations, and expansion for small and mid-sized businesses using consultative sales and AI tools.

Role type

Mid-level Account Executive (Retirement Sales)

Builds

401(k) retirement plans and plan migrations for SMBs

Domain

Fintech / HR Tech / Retirement Services

Required skills

quota-carrying sales experience, outbound prospecting, SaaS sales, Salesforce CRM, consultative selling, plan migration management, pipeline management

Preferred skills

benefits sales, fintech experience, 401(k) domain knowledge, sales engagement tools

Technologies

Salesforce, AI-powered sales tools

Responsibilities

Manage inbound and targeted outbound retirement sales cycles; educate customers on 401(k) options and compliance; lead competitive plan migration strategies; maintain sales pipeline and forecasting; capture customer feedback for product refinement; achieve monthly ARR quotas.

Seniority

Mid-level, quota-carrying IC