Account Executive managing inbound opportunities and driving customer value for Sitemate's software solutions in the construction industry. Collaborating with teams to enhance deal progression and expansion.
About the role
- Retirement Plan Sales Consultant responsible for driving new business growth by selling group retirement plan solutions. Engaging clients in consultative selling for their retirement needs while ensuring compliance and fiduciary standards.
Responsibilities
- Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
- Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
- Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
- Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
- Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
- Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
- Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
- Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
- Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
- Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.
Requirements
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
Benefits
- Competitive base salary + uncapped commission structure
- Comprehensive benefits package (health, dental, vision, 401(k), etc.)
- Professional development support and industry training
- Opportunity for career growth within a top 10 public accounting and financial services firm
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Technical Account Executive driving net - new revenue for Create+ drafting platform and DMS integrations. Collaborates with law firms to assess architecture and integration requirements while engaging with executives.
Technical Account Executive driving net - new revenue for Create+ drafting platform within large law firms. Engaging with key stakeholders and managing complex sales cycles with technical solutions.
Sales Representative driving revenue growth and acquiring new clients while maintaining existing relationships. Identifying opportunities and exceeding sales targets for Hubbell Incorporated.
Senior Account Executive managing complete sales process for AI solutions in a startup. Building relationships with C - Level executives in the German market to drive sales growth.
Account Executive driving end - to - end sales process for AI solutions in German public sector. Collaborating with founders and team to engage clients and optimize sales processes.
Account Executive, SMB Sales role focused on new customer acquisition for T - Mobile's wireless services. Managing sales through prospecting and customer relationship development in Phoenix area.
Account Executive managing customer relationships and driving sales growth in foodservice distribution. Coordinating sales teams and ensuring account service alignment with customer contracts.
Senior Account Executive responsible for delivering medical communications projects for clients. Ensuring on - time project execution and effective client communication within a hybrid work environment.
Inside sales representative for automotive parts managing customer inquiries through various communications. Collaborating with teams to ensure smooth order processing and customer satisfaction.