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B2B sales associated with Retirement and Trust Technology and Operations Projects and professional services including but not limited to managed services, support, integration, asset takeovers, conversions, compliance, reconciliation etc.

Job Title: Retirement and Pension Solutions Sales Executive

Location: Remote Reports to: Regional Sales Director / VP of Sales Employment Type: Full-time

Position Overview

We are seeking a dynamic and results-driven Retirement and Pension Solutions Sales Executive to drive new business acquisition and revenue growth for our comprehensive suite of retirement and pension products. In this client-facing role, you will focus on selling full-service retirement plan solutions—including 401(k), defined contribution plans, pension risk transfer, IRA services, recordkeeping, fiduciary consulting, and related retirement benefits—to employers, HR leaders, financial advisors, and third-party administrators.

The ideal candidate is a hunter with a proven track record in complex B2B sales cycles, deep knowledge of retirement regulations (e.g., ERISA, SECURE Act), and the ability to build trusted relationships with decision-makers. You will manage the full sales process from prospecting to closing while collaborating closely with internal teams (implementation, relationship management, compliance, and investment specialists).

Key Responsibilities

• Develop and execute a strategic territory/business plan to achieve and exceed assigned sales quotas and revenue targets.
• Prospect, qualify, and build a robust pipeline of new retirement plan opportunities through cold calling, networking, referrals, industry events, marketing campaigns, and financial intermediary relationships.
• Conduct consultative sales presentations, needs analyses, and demonstrations of retirement and pension solutions to C-suite executives, HR/benefits leaders, and plan sponsors.
• Manage complex, multi-stakeholder sales cycles (typically 3–12 months), including RFP/RFI responses, finalist presentations, contract negotiations, and deal closure.
• Partner with internal subject matter experts ( DB/DC consultants, legal/compliance teams) to tailor proposals and deliver comprehensive solutions.
• Forecast sales activity and pipeline accurately using CRM tools (e.g., Salesforce).
• Stay current on industry trends, regulatory changes (ERISA, DOL, IRS), competitive landscape, and emerging retirement solutions.
• Travel as needed (30–50%) for client meetings, industry conferences, and prospect visits.

Qualifications & Requirements

Required:

• Bachelor's degree in Business, Finance, Marketing, or a related field (or equivalent experience).
• 5+ years of successful B2B sales experience, preferably selling Pro Serv centered around retirement plans, 401(k) services, pension solutions, EB and Personal Trust, financial services, HR/benefits technology.
• Proven track record of consistently meeting or exceeding sales quotas in a quota-carrying role.
• Strong understanding of retirement plan types (defined contribution, defined benefit, cash balance, etc.), regulatory environment, and key industry concepts (fiduciary liability, plan fees, auto-enrollment, etc.).
• Excellent presentation, negotiation, and closing skills with the ability to influence senior-level decision-makers.
• Proficiency with CRM systems and Microsoft Office suite.

Compensation & Benefits

• Competitive base salary + uncapped commission + bonus potential 
• Comprehensive benefits package including health, dental, vision, 401(k), paid time off, and professional development support.
• Company car allowance, expense reimbursement, and technology provided.

If you are a high-performing sales professional passionate about helping businesses build better retirement outcomes for their employees, we invite you to apply and join our growing team!