Senior Retirement Plan Sales Executive (401k)

Location: Full-time remote within the U.S.; based in the geographical territory where the candidate resides and has an established network. Territory: Philadelphia/Southern New Jersey. Listed salary locations include Maryland, Colorado, Washington, Washington, D.C., New York, California, and remote workers.

Base salary: $133,000–$241,000 annually, plus potential discretionary bonus.

Company

Global asset management organization providing equity, fixed-income, multi-asset, and retirement investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Sell full-service 401(k) retirement plan recordkeeping to small and mid-market defined-contribution plans.
• Build a sales pipeline through conferences, networking, face-to-face meetings, and intermediary relationships.
• Manage the full sales cycle, including sales strategy, proposals, presentations, deal-team preparation, and final-term negotiations.
• Coordinate internal business lines, sales support resources, and distribution channels throughout the RFP process.
• Develop consultant and plan-sponsor relationships and provide strategic guidance for unique client needs.
• Refine RFPs, pricing, and service models in response to client and consultant feedback.

Requirements

• Established and extensive professional network within the assigned geographical territory.
• Proven success developing a sales pipeline in the small and mid-market segment, including defined-contribution plans under $50 million in AUA.
• Series 7 and Series 63 licenses; required FINRA licenses will be supported.
• Strong interpersonal, presentation, oral, written communication, persuasion, and leadership skills.
• Ability to work independently, collaborate with senior executives, and manage complex strategic sales opportunities.

Culture & Benefits

• Full-time remote work eligibility.
• Competitive compensation and annual bonus eligibility.
• Retirement plan and health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Collaborative, inclusive work environment with career development resources.