401(k) Account Executive

Job overview

The 401(k) Account Executive role is fully remote within the United States, with a base pay range of $70,000–$80,000 per year, plus eligibility for variable commission, annual bonus, and restricted stock units. The role is part of Paylocity's Sales & Marketing team and supports growth of its retirement services business. The position generates and qualifies prospects, advances sales opportunities, and coordinates with brokers, advisors, and internal teams to acquire new employer-sponsored retirement plans and expand existing relationships. It also supports proposals, sales presentations, and smooth client onboarding.

What you'll do

• Conduct phone, email, and web outreach to prospective employer clients and broker/advisor referral sources
• qualify inbound leads and advance opportunities with the sales team
• support presentations and product demonstrations
• collaborate with referral partners and internal teams
• maintain CRM records
• meet activity and meeting-booking targets
• assist with proposals, pricing, and plan setup documentation
• monitor retirement-plan market developments
• coordinate onboarding and service readiness.

What we're looking for

Skills & competencies

401(k) account executive

retirement services

401(k) plans

sales

business development

lead qualification

broker and advisor channels

crm

remote u.s.

paylocity

$70k–$80k/year

commission eligible

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability coverage
• 401(k) match
• variable commission plan
• annual bonus
• restricted stock unit grant
• career development.

Why this role

Fully remote within the U.S.; five days per week during designated work hours. One to three years of sales, business development, or customer-facing experience is sought; relevant retirement-plan credentials are strongly preferred. Benefits include medical, dental, vision, life and disability coverage, and 401(k) matching.

About the employer

Paylocity is hiring for this role. Industry: Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services. Sector: 51.