Loading...

Sales-Executive, Account-Executive, Fintech-Sales-Executive Jobs

Explore career opportunities in Sales-Executive, Account-Executive, Fintech-Sales-Executive

Skip to main content

Sales Executive, 401k Pooled Employer Plan (PEP)

Aon

**
United States
Full Time
Posted 9 days ago
Aon Is looking for a Sales Executive for our 401(k) Pooled Employer Plan Team - Based in Northeast Region Be part of the industry-leading team bringing Aon’s innovative defined contribution 401(k) savings plan to employers across the U.S. – the Aon Pooled Employer Plan (Aon PEP). At Aon, we believe that PEPs are the next generation of retirement savings as they 1) reduce work for employers, 2) reduce risk for fiduciaries, and 3) reduce costs and improve results for employees. In 2021, we introduced our Aon PEP to meet this growing market demand and to date have over $7B in assets and commitments in our new program. We are targeting this multi-trillion dollar market with a dedicated sales team. The sales executive will be responsible for creating internal and external demand for the Aon PEP, driving our go-to-market strategy, creating and nurturing a personal pipeline of prospects in your territory, and coordinating and directly participating in sales efforts. Your Impact as a Sales Executive Responsibilities Achieve annual Aon PEP sales goals. Establish and coordinate sales strategy and execution across all assigned markets. Identify and pursue opportunities with both a) existing Aon clients and b) self-developed pipeline of non-Aon clients via relationships and digital marketing and prospecting. Effectively integrate with other Aon sales leaders across practices to identify opportunities, actively work the pipeline to create leads, and move leads to opportunities. Build and maintain the Aon PEP prospect pipeline and other sales reporting responsibilities. Effectively introduce lead generation resources at the appropriate time in the selling process. Collect and communicate market intelligence on products/services and incorporate it into sales client planning process. Creatively eliminate barriers for clients entering new markets; support the team in navigating alternative paths to making the sale. Ensure most efficient use of Aon Connect, Aon’s internal CRM/pipeline management tool. Partner with Aon PEP and DC Leadership teams to advance marketing, investments and solution development. Regular/minimum of 30% travel expected, depending on sales opportunities. Collaborate and share approaches and findings with other regional Master Trust sales teams globally as we expand this offering in other markets. Qualifications and Expertise 5+ years of direct or equivalent sales experience in the defined contribution market (or similar institutional assets) with demonstrated sales success. Established network of contacts in the DC industry. Ability to create a personal pipeline of non-Aon clients to pursue in your territory. Proven history of success in developing new products in various markets, and establishing and executing a sales strategy. Demonstrated history of building and maintaining a substantial pipeline. Ability to communicate the value of a product to clients, deliver insights on how the service will impact the client’s business, and effectively close opportunities. Subject Matter Expertise: Broad knowledge and expertise of defined contribution plan design, administration, investments, and delivery. Excellent relationship management abilities: Capability to build trusted advisor relationships at multiple levels in a potential client company, including members of the fiduciary, financial, and administrative committees who are responsible for the defined contribution plan. Experienced in maintaining productive, internal relationships to leverage those resources when necessary. Outstanding Communication and Project Management skills: Ability to manage multiple, complex sales processes at the same time. Very strong internal and external communication skills, with the ability to listen comprehensively and deliver clear instructions and/or recommendations. Sales Forecasting, Sales, Marketing Strategies, Data Analysis, Risk Management, CRM, Report Writing, Customer Experience, Project Management, Training Workshops, Product Management, Customer Engagement, Meeting Facilitation, Customer Communications Management, Strategic Selling, Sales Training, Channel Management, Account Management, Sales Process, Sales Presentations Education Bachelor’s Degree required. Advanced Degree is preferred and/or equivalent work-related experience and success. FINRA license is not required, but preferred. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: The salary range for this position intended for U.S. applicants is $143,000 to $185,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. 2586331

Originally posted on Himalayas

Sales Executive, New York & New Jersey

Altruist

**
United States
Full Time
Posted 15 days ago

About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is in the midst of an exceptional growth phase and we're excited to hire a Sales Executive to join our growing Client Development team. In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors. You'll use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. You'll also help create predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and continuously improving how the team works.

Your impact

  • Deliver results and demonstrate our core values while achieving individual quarterly and annual quota and supporting the success of the broader sales team.
  • Quickly develop a deep understanding of the Altruist platform and effectively position Altruist, the platform, and specific features such as the rebalancer and Model Marketplace.
  • Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business.
  • Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns.
  • Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.
  • Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency.

What you bring

  • Experience - At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial services at a top-tier management consulting firm.
    • A track record of meeting or exceeding quotas in a fast-paced environment.
    • Strong consultative sales skills.
    • The ability to quickly understand complex product features and articulate how they create value for customers.
  • Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
  • Securities licenses - Series 7 and 63 licenses
  • Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
  • Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.
  • Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others.
  • Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity.
  • Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives.
  • Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks.

Compensation

This role has a target compensation range of $265,000–$285,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
  • Competitive total compensation.
  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401k savings plan with a 4% match and immediate vesting.
  • 16 week paid parental leave after one year of employment.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
  • One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Originally posted on Himalayas

Looking for similar opportunities? Browse these related job categories: