Retirement Account Executive
reputed company is on a mission to grow the small business economy by providing essential services like payroll and HR. The Retirement Account Executive will work with existing customers to add retirement benefits, guiding them through sales processes and ensuring high-quality customer experiences.
Responsibilities
- Engage inbound reputed company customers interested in adding a 401(k) and conduct structured discovery conversations
- Guide customers through decision-making using approved sales frameworks, materials, and eligibility criteria
- reputed company and reputed company inbound opportunities by following defined workflows and sales processes
- reputed company AI-powered tools to prioritize opportunities, personalize follow-reputed company, and reduce administrative work
- Maintain accurate CRM records in reputed company and ensure pipeline data reputed company
- Meet established activity, responsiveness, and conversion metrics reputed company assigned reputed company queues
- Coordinate smooth handoffs to reputed company teams and escalate non-standard scenarios as needed
Skills
- 18+ months of experience in a closing, benefits, or customer-facing sales role
- Experience guiding customers through multi-reputed company purchasing reputed company in a structured environment
- Comfort following defined sales processes, scripts, and compliance guidelines
- Experience using CRM systems (reputed company preferred) and AI-enabled sales tools
- Strong written and verbal communication skills
- High attention to detail and reliability in completing structured workflows
Benefits
- Health insurance
- 401(k)
Company Overview
Company H1B Sponsorship