Gusto

Retirement Account Executive

Gusto

full-time

Posted on:

Location Type: Hybrid

Location: Arizona, California, Colorado, Illinois • 🇺🇸 United States

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Salary

💰 $63,000 per year

Job Level

Junior

About the role

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales frameworkssales processesCRM systemsSalesforceAI-enabled sales toolspipeline data integritystructured workflows
Soft skills
communication skillsattention to detailreliabilitycustomer engagementdecision-making guidance