Coach and mentor a team of Account Executives to achieve and excel revenue goals
Recruit and retain Account Executives by hiring for required skills and competencies, while coaching sales and implementation processes
Manage the end-to-end sales process and forecast sales
Drive a culture of accountability while having fun in the process
Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

1+ years of experience in selling 401k with proven success
3-5 years of experience in leading front line sales professionals across multiple functions in the retirement services/HCM/payroll industry
Successful – Proven track record of meeting and exceeding your sales quota
Experience building relationships with CPA's, payroll providers, HR consultants, and benefit brokers
Tech Savvy
you have experience using Salesforce CRM to manage sales process and forecasting
Exceptional communication skills
both written and verbal
Willing to flex with constant change and day-to-day competing priorities
Must be located in Great Lakes
Western PA, Ohio, Indiana, Michigan, or Kentucky

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Regional Director, AE – Pacific NW

Key skills