Retirement Account Executive

Gusto is on a mission to grow the small business economy by providing essential services like payroll and HR. The Retirement Account Executive will work with existing customers to add retirement benefits, guiding them through sales processes and ensuring high-quality customer experiences.

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

Skills

• 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)

Company Overview

Company H1B Sponsorship