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401 K Sales Jobs (NOW HIRING)

About the Role * We're looking for an experienced sales manager to lead our Advised channel team, which sells Betterment at Work's 401(k) offering through financial advisors * This role owns the team ...

Inside Sales Manager

North Charleston, SC ยท On-site

$55K - $90K/yr

Ability to accrue health/dental/vision * 401K Sales Focus Inc . is the sales outsourcing pioneer with more than 25 years of experience working with various industries to boost regional, national, and ...

Inside Sales Manager

Charleston, SC ยท On-site

$55K - $90K/yr

Ability to accrue health/dental/vision * 401K Sales Focus Inc . is the sales outsourcing pioneer with more than 25 years of experience working with various industries to boost regional, national, and ...

Sales Manager

Norwalk, CT ยท On-site

$55K - $65K/yr

Benefits: * 401(k) matching * Bonus based on performance * Dental insurance * Employee discounts * Health insurance * Paid time off * Vision insurance * 401(k) Sales Manager Overview: The Sales ...

Betterment is seeking an experienced B2B Marketing Manager to support the demand generation efforts for our 401(k) sales organization. This individual contributor will help plan, execute and optimize ...

Betterment is seeking an experienced B2B Marketing Manager to support the demand generation efforts for our 401(k) sales organization. This individual contributor will help plan, execute and optimize ...

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401 K Sales information

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$22.5K

$81.6K

$154.5K

How much do 401 k sales jobs pay per year?

As of Jul 27, 2026, the average yearly pay for 401 k sales in the United States is $81,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the 401 K Sales position, and why are they important?

Success in 401 K Sales requires strong knowledge of retirement plan products, consultative sales expertise, and typically a bachelor's degree in a related field. Familiarity with CRM software, financial planning tools, and relevant certifications such as FINRA Series 6 or 7 is often needed. Outstanding relationship-building, communication, and presentation skills set top performers apart. These abilities help professionals effectively explain complex offerings, build trust with clients, and achieve sales goals in a highly regulated financial services environment.

What are some typical challenges faced in a 401 K Sales role and how is success measured?

In 401 K Sales, common challenges include navigating complex regulatory requirements, differentiating your offerings in a competitive market, and building long-term trust with business clients. Success is often measured by your ability to generate new leads, close sales, and retain clients through excellent ongoing service and education. You may work both independently and as part of a team, collaborating with retirement plan specialists, compliance professionals, and account managers to tailor solutions for each client. Overcoming these challenges requires persistence, up-to-date industry knowledge, and effective communication skills.

What jobs pay 4000 a week without a degree?

Jobs in sales, such as high-performing 401(k) sales representatives, can pay $4,000 or more weekly through commissions and bonuses, especially with experience and a strong client network. Other high-earning roles without a degree include real estate agents, certain skilled trades like plumbing or electrical work, and entrepreneurial ventures, but these often require certifications, licenses, or significant experience. Income levels vary based on performance, location, and industry demand.

How much do 401k sales reps make?

401k sales representatives typically earn a base salary ranging from $50,000 to $80,000 annually, with additional commissions and bonuses that can significantly increase total compensation. Experienced reps with strong client networks can earn over $100,000 per year. Compensation often depends on sales performance, experience, and the employer's size and location.

What is a 401(k) Sales job?

A 401(k) Sales job involves selling retirement plan solutions to businesses, helping them set up and manage employee savings plans. Professionals in this role identify potential clients, educate them on 401(k) options, and guide them in selecting the best plan for their workforce. They often work with financial advisors, HR teams, and business owners to ensure compliance and maximize benefits. Strong sales, financial knowledge, and relationship-building skills are essential for success in this field.

Can you make $500,000 a year in sales?

In 401(k) sales, earning $500,000 annually is possible but typically requires high-volume sales, strong client relationships, and experience in the financial services industry. Top performers often have advanced certifications and a deep understanding of retirement plans, commission structures, and sales strategies. Income levels vary based on geographic location, firm size, and individual performance.

What types of jobs offer a 401k?

Many jobs across various industries offer a 401(k) retirement plan, especially those in the private sector such as corporate, administrative, technical, and professional roles. Employers typically provide 401(k) plans to full-time employees, and eligibility may depend on factors like hours worked and company size. Jobs in finance, healthcare, technology, and management are common examples that often include 401(k) benefits.
More about 401 K Sales jobs
What are the most commonly searched types of 401 K Sales jobs? The most popular types of 401 K Sales jobs are:
What states have the most 401 K Sales jobs? States with the most job openings for 401 K Sales jobs include:
What job categories do people searching 401 K Sales jobs look for? The top searched job categories for 401 K Sales jobs are:
Infographic showing various 401 K Sales job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $81,617 per year, or $39.2 per hour.
Sr. Manager, Advised 401k Sales

Sr. Manager, Advised 401k Sales

Betterment

New York, NY โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

About Betterment
Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the Role
  • We're looking for an experienced sales manager to lead our Advised channel team, which sells Betterment at Work's 401(k) offering through financial advisors
  • This role owns the team's pipeline quality, forecast accuracy, and rep development, and reports into the Head of Sales.
  • You'll manage a team of Account Executives and work closely with a Team Lead already in place, taking on quota accountability, coaching, and channel strategy for a business going through real growth and structural change.
  • You'll partner with Business Development to build out playbooks, processes, and feedback loops for how large advisor partnerships get established, activated, and grown, shaping how the two teams work together as that motion scales.
  • This is a high-visibility role. The Advised channel is central to Betterment at Work's competitive position in the market, and you'll have direct input into pricing, product priorities, and partner strategy.

This role is based out of our NYC office. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed below is just one component of Betterment's total compensation package for employees.
Target OTE between $240,000 - $280,000
A Day in the Life:
  • Run pipeline reviews with AEs, holding deals to qualification standards
  • Coach reps on how to work through financial advisors and RIAs, including how to build advisor trust and navigate multi-stakeholder sales cycles
  • Manage target account list (TAL) coverage across the team, prioritizing high-value advisors and firms and holding reps accountable to activity standards
  • Join advisor calls to coach live on positioning, pricing conversations, and objection handling
  • Own forecast accuracy for the channel, rolling up individual rep calls into a number leadership can rely on
  • Review win/loss data and deal velocity to find where the team is losing deals or losing time, and adjust coaching or process accordingly
  • Run QBRs with the team, using performance data to set priorities for the next quarter
  • Manage rep development day to day, from ramping new hires to addressing underperformance directly and early
  • Work with Business Development to define and refine the playbook for large advisor partnerships: what qualifies a firm, how it gets activated, and what good coverage looks like once it's live
  • Build feedback loops between your team and Business Development so learnings from the field (what's working with advisors, where deals stall, what firms are asking for) shape how BD sources and prioritizes future partnerships
  • Review process gaps with Business Development as the large advisor partnership motion matures, adjusting ownership, handoffs, and definitions as needed rather than treating the current process as fixed
  • Partner with the Head of Sales on channel strategy, comp structure, and product gaps that affect the Advised business
What We're Looking For:
  • 3+ years managing a quota-carrying B2B sales team, ideally in a channel or partner-driven model where deals move through a third party rather than direct
  • Experience selling into or through financial advisors, RIAs, or broker-dealers strongly preferred
  • A track record of improving win rates or pipeline quality through coaching and process, not just growing headcount
  • Comfortable with data: can read a pipeline dashboard, knows what qualification criteria and forecast categories actually mean, and uses both to hold the team accountable
  • Background in retirement, 401(k), fintech, or financial services preferred
  • Direct communication style. Gives reps clear, honest feedback and holds them accountable without micromanaging
  • Experience building or running sales playbooks, QBR structures, or account planning frameworks
  • Has managed a team through market disruption (competitor M&A, new entrant, pricing shift) and adjusted strategy accordingly
  • Experience building or refining cross-functional processes from scratch, not just operating inside an existing one
  • Comfortable being a process owner on your side of a two-team motion, where playbooks and definitions will change as the partnership channel matures

Join a team built on these core values
We change lives
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease
We set audacious goals
We set them for the company, our customers, and ourselves, and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We simplify financial services
We're financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Our Commitment to Your Total Well-being:
  • We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
  • Ownership: Equity for all employees, including new hire and refresher grants.
  • Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
  • Growth: Company-paid professional coaching for all employees.
  • Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
What happens next
We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We're an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.