Advisor Sales Executive - Remote

Overview

This role will be focused on driving business with select financial advisor firms, ensuring access to retirement benefits for employees.

In Short

• Drive a large volume of small and mid-sized retirement plan business.
• Maintain efficiency through group presentations.
• Activate new partnerships with financial advisory firms.
• Establish credibility with advisors.
• Execute the Product, Portal, and Process strategy.
• Master the product and demo the PartnerConnect portal.
• Fill the sales funnel with qualified opportunities.
• Willingness to travel 30-50% as needed.

Requirements

• 3-5 years of experience in 401(k) Sales.
• 5-8 years in Financial Services.
• Prior wholesaling experience preferred.
• Excellent verbal and written communication skills.
• Strong knowledge of the 401(k) competitive landscape.
• Demonstrated ability to drive sales.
• Thrives in a fast-paced environment.

Benefits

• 401(k) plan with employer match.
• Top health, dental, and vision plans.
• Generous PTO and parental leave.
• Access to financial wellness tools.
• Enhanced mental health support.
• Unlimited access to fertility healthcare benefits.
• Monthly work-from-home stipend.
• Employee Resource Groups for diverse communities.
• Fun online and regional events.
• Majority of positions can be 100% remote.