401k Account Executive

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Paylocity

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1997

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 $10M Venture Round - Paylocity on 2008-05

HR Tech • SaaS • B2B

Paylocity is a provider of cloud-based payroll and human capital management software for businesses of all sizes. Its platform includes payroll, HR, time & labor, benefits administration, talent management (recruiting, onboarding, performance, learning), employee experience tools and AI-driven features, and it serves small businesses through enterprises as well as partners such as accountants, brokers, and tech partners.

📋 Description

• Generate leads and qualify prospects for employer-sponsored 401(k) solutions • Conduct outreach by phone, email, and web to prospective employer clients and broker/advisor referral sources • Work with Account Executives to advance qualified opportunities • Support sales presentations and product demonstrations • Prepare materials tailored to 401(k) and retirement-plan decision-makers • Collaborate with brokers, advisors, referral partners, and internal sales teams • Maintain accurate CRM records of outreach, pipelines, meetings, and outcomes • Meet or exceed activity and meeting-booking targets • Assist with proposal development, pricing support, and contract/plan-setup documentation • Monitor 401(k) plan trends, employer-sponsored retirement issues, and fiduciary concerns • Work cross-functionally with Marketing, Product, Client Success, and Operations on onboarding and handoff • Support new plan acquisitions and expansion of existing plan relationships

🎯 Requirements

• Bachelor's degree preferred (Business, Finance, Marketing or related field) or equivalent experience • 1–3 years of sales, business development or customer-facing experience • 1–3 years of prior experience in employer retirement plans (401(k), 403(b)), financial services, or HCM/benefits-related sales preferred • Understanding of employer-sponsored benefits and advisor/broker distribution channels required • Familiarity with CRM, such as Salesforce, required • Ability to use data/reporting to guide outreach required • Strong verbal and written communication skills • Comfortable making outbound calls and sending email outreach • Ability to handle a high volume of calls/emails, manage tasks, and work toward targets • QKA, CPC, or NAPA CPFA credentials strongly preferred • Ability to remain in a stationary position for extended periods • Ability to operate standard office equipment • Ability to communicate effectively in person, via phone, and email • Ability to lift and carry up to 5 pounds as needed • Ability to bend, reach, or stoop as needed • Ability to maintain focus and attention to detail for extended periods • Ability to work at a desk or workstation for extended periods • Must be available five days per week during designated work hours • Must work within the U.S.

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) match • Career development • Variable commission plan • Annual bonus • Restricted stock unit grant • Fully remote work from home or location of record within the U.S.