One of Texas’s leading corporate retirement plan RIA firm is seeking a Retirement Plan Account Executive to step into a high-impact, revenue-driving role. This person will take over the sales pipeline currently managed by the CEO and become the firm’s primary point of contact for new 401(k)/corporate retirement plan business development. The role is built for a motivated, relationship-focused professional ready to lead sales strategy, nurture partner relationships, and directly contribute to company growth.

Retirement Plan Account Executive Responsibilities:

• Own the full sales cycle for corporate retirement plans, from relationship development to plan onboarding
• Build and maintain strong referral pipelines with benefit brokers and industry partners across Texas
• Manage and nurture warm leads, typically generated through existing broker partnerships
• Conduct client discovery, present proposals, and guide prospects through the onboarding process before handoff to the service team
• Develop and execute strategies to meet and exceed annual revenue targets
• Travel to meet with partners and clients
• Track activities, pipeline, and performance in CRM and internal systems
• Act as a trusted consultant to partners and prospects, representing the firm with professionalism and credibility

Retirement Plan Account Executive Requirements:

• 5+ years of experience in corporate retirement plan sales
• Series 65 or equivalent
• Demonstrated success meeting/exceeding annual revenue targets
• Strong relationship management and consultative sales skills
• Proficiency in Microsoft Office Suite; willingness to learn Redtail CRM, Tamarac, and other tools
• Highly organized, self-motivated, and driven to grow within a sales-focused culture
• Bachelor’s degree is preferred
• Experience leading sales teams or implementing sales processes is a plus
• Strong operational understanding of RIA environments is preferred

Benefits:

• Comprehensive medical benefits
• Dental & Vision Insurance
• 401(k) with company match
• Flexible PTO
• Paid Holidays
• Potential to grow into a leadership role and build a team
• Team outings, Spurs games, fishing/hunting trips, and catered events

This is a high-visibility role with strong growth potential. Candidates who thrive in sales, love building relationships, and want to lead in a rapidly growing RIA will find a long-term home here. Apply now!

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