Account Executive jobs in United States

Explore 3,339 matching jobs.

Paylocity

401k Account Executive

Paylocity

Posted: 10/20/2026
Cisco

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WalkMe™

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Client Executive, Business Insurance

Marsh McLennan

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MaintainX

Account Executive, Mid-Market

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Enterprise Account Executive

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Green Street

Account Executive, CRE

Green Street

Posted: 10/20/2026
Beam

Founding Account Executive – West Coast

Beam

Posted: 10/20/2026
Solera, Inc.

Account Executive

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Strategic Core Account Executive

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AT&T

Bilingual Spanish Retail Sales Consultant

AT&T

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AT&T

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AT&T

Part Time Retail Sales Consultant

AT&T

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AT&T

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AT&T

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AT&T

Retail Sales Consultant

AT&T

Posted: 10/20/2026
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AT&T

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AT&T

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Posted: 10/20/2026
Paylocity

401k Account Executive

Paylocity
Posted 10/20/2026full-timeRemote • United StatesJunior💰 $70,000 - $80,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in generating leads and qualifying prospects for employer-sponsored 401(k) solutions, with strong communication skills for effective outreach and collaboration with brokers and internal teams. Proficient in CRM management and data-driven decision-making to support sales efforts and meet targets.

Highest-signal resume keywords
Lead GenerationEmployer-Sponsored BenefitsCRM ManagementSales PresentationsCommunication Skills

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Lead GenerationSales DevelopmentProposal DevelopmentData Reporting401(k) PlansFinancial ServicesEmployer Retirement PlansMeeting-Booking TargetsContract DocumentationOutreach Strategies
Soft Skills
Verbal CommunicationWritten CommunicationTask ManagementAttention to DetailCollaboration
Tools & Technologies
SalesforceCRM Software
Certifications & Qualifications
QKACPCNAPA CPFA
Industry Keywords
Employer-Sponsored RetirementBroker Distribution ChannelsHCM SalesBenefits-Related SalesRetirement Plan Trends