Summer Opportunities - Retirement Sales AE
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