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Account Executive – Retirement 401(k) Services

Bridgeport, Connecticut, 06604

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Full Time
Hybrid
supports..pdf, .doc, .docx, or .txt file

The Account Executive’s role involves promoting retirement plan and flexible spending account solutions to prospective clients and nurturing relationships with financial advisors. This position requires assessing customer requirements, delivering engaging sales presentations, and accurately documenting activities in Salesforce to support client satisfaction and enhance revenue. Applicants should possess a minimum of 2 years of experience in sales or sales management along with a high school diploma. Essential skills include effective sales strategies, in-depth product knowledge, and the willingness to travel for training sessions and meetings.

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Account Executive – Retirement 401(k) Services
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supports..pdf, .doc, .docx, or .txt file