401k Account Executive

About This Role

This role supports the growth of Paylocity’s retirement services business by generating leads, qualifying prospects, and collaborating with internal teams and external partners. It drives new plan acquisitions and expands existing plan relationships for employer-sponsored 401(k) plans.

Responsibilities

• Conduct outreach (via phone, email, web) to prospective employer clients and broker/advisor referral sources to generate interest in 401(k) solutions
• Qualify in-bound leads and work with the Sales team to move qualified opportunities forward
• Support sales presentations and product demos, including preparation of materials tailored to 401(k)/retirement plan decision-makers
• Collaborate with broker/advisor channels, referral partners, and internal sales teams to create opportunities for retirement-plan business
• Maintain accurate records of outreach, pipelines, meetings, and outcomes in CRM
• Meet or exceed activity and meeting-booking targets
• Assist in proposal development, pricing support, and coordination of contract/plan-set-up documentation for new plan clients
• Stay informed of the retirement-plan marketplace (401(k) plan trends, employer-sponsored retirement issues, fiduciary concerns) and help incorporate insights into sales approach
• Work cross-functionally with Marketing, Product, Client Success, and Operations to ensure smooth client onboarding, hand-off, and service readiness for new 401(k) plan clients

Requirements

• 1-3 years of sales, business development or customer-facing experience (internships, SaaS exposure, or financial services background welcome)
• Understanding of employer-sponsored benefits, advisor/broker distribution channels
• Familiarity with CRM (e.g., Salesforce) and ability to use data/reporting to guide outreach
• Strong communication skills (verbal and written), comfortable making outbound calls and sending email outreach
• Ability to handle a high volume of calls/emails, manage tasks, and work toward targets

Qualifications

• Bachelor’s degree preferred (Business, Finance, Marketing or related field) or equivalent experience
• 1-3 years of sales, business development or customer-facing experience

Nice to Have

• Bachelor’s degree (Business, Finance, Marketing or related field)
• QKA- Qualified 401(k) Administrator, CPC- Certified Pension Consultant, or NAPA CPFA – Certified Plan Fiduciary Advisor credentials
• 1-3 years of prior experience in employer retirement plans (401(k), 403(b)), financial services, or HCM/benefits-related sales

Skills

* Required skills

Benefits

Certifications