Account Executive - Southeast

Job Summary

Driving client engagement and growth, the full-time remote Account Executive - Southeast will manage relationships with small and medium-sized businesses to provide retirement solutions and ensure customer satisfaction.

Key responsibilities

• Develop and maintain relationships with clients to understand their retirement needs and provide tailored solutions
• Conduct presentations and product demonstrations to potential clients, showcasing the benefits of retirement plans
• Collaborate with cross-functional teams to enhance customer experience and address client inquiries effectively

Required qualifications

• Proven experience in sales, preferably in the fintech or financial services industry
• Strong understanding of retirement plans and financial products
• Ability to work independently and manage a remote client portfolio effectively
• Excellent presentation and negotiation skills
• Track record of meeting or exceeding sales targets