Account Executive - New England

Job Summary

Driving client engagement, the full-time Account Executive - New England will manage a portfolio of small and medium-sized businesses to promote retirement solutions, working remotely to ensure financial security for employees.

Key responsibilities

• Manage relationships with clients to understand their retirement needs and provide tailored solutions
• Develop and implement strategies to acquire new clients and expand existing accounts
• Collaborate with internal teams to ensure seamless onboarding and ongoing support for clients

Required qualifications

• Proven experience in sales or account management within the fintech or financial services industry
• Strong understanding of retirement plans and employee benefits
• Ability to work independently and manage multiple client accounts effectively
• Demonstrated success in achieving sales targets and driving business growth
• Bachelor's degree in business, finance, or a related field preferred