Hybrid Retirement Account Executive

Posted 2 weeks ago

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About the role

  • Account Executive on Gusto's 401(k) team engaging customers to add retirement benefits. Leading sales conversations while ensuring compliance and utilizing AI tools for effectiveness.

Responsibilities

  • Engage inbound Gusto customers interested in adding a 401(k) and conduct structured discovery conversations
  • Guide customers through decision-making using approved sales frameworks, materials, and eligibility criteria
  • Progress and close inbound opportunities by following defined workflows and sales processes
  • Leverage AI-powered tools to prioritize opportunities, personalize follow-ups, and reduce administrative work
  • Maintain accurate CRM records in Salesforce and ensure pipeline data integrity
  • Meet established activity, responsiveness, and conversion metrics within assigned lead queues
  • Coordinate smooth handoffs to onboarding teams and escalate non-standard scenarios as needed

Requirements

  • 18+ months of experience in a closing, benefits, or customer-facing sales role
  • Experience guiding customers through multi-step purchasing decisions in a structured environment
  • Comfort following defined sales processes, scripts, and compliance guidelines
  • Experience using CRM systems (Salesforce preferred) and AI-enabled sales tools
  • Strong written and verbal communication skills
  • High attention to detail and reliability in completing structured workflows

Benefits

  • Health insurance
  • 401(k)
  • Paid time off
  • Flexible work arrangements

Job title

Retirement Account Executive

Job type

Experience level

Junior

Salary

$63,000 per year

Degree requirement

No Education Requirement

Location requirements

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