401(k) (PEP) Pooled Employer Plan Sales Executive

Aon CorporationCharlotte, NC
8d$135,000 - $175,000Remote

About The Position

Aon Is Looking for a Sales Executive for our 401(k) Pooled Employer Plan Team - Based in Mid-Atlantic or South Region Be part of the industry-leading team bringing Aon’s innovative defined contribution 401(k) savings plan to employers across the U.S. – the Aon Pooled Employer Plan (Aon PEP). At Aon, we believe that PEPs are the next generation of retirement savings as they 1) reduce work for employers, 2) reduce risk for fiduciaries, and 3) reduce costs and improve results for employees. In 2021, we introduced our Aon PEP to meet this growing market demand and to date have over $6B in assets and commitments in our new program. We are targeting this multi-trillion dollar market with a dedicated sales team. The sales executive will be responsible for creating internal and external demand for the Aon PEP, driving our go-to-market strategy, and coordinating and directly participating in sales efforts. Your Impact as a Sales Executive

Requirements

  • 5+ years of direct or equivalent sales experience in the defined contribution market (or similar institutional assets) with demonstrated sales success
  • Established network of contacts in the DC industry
  • Proven history of success in developing new products in various markets, and establishing and executing a sales strategy
  • Demonstrated history of building and maintaining a substantial pipeline
  • Ability to communicate the value of a product to clients, deliver insights on how the service will impact the client’s business, and effectively close opportunities
  • Subject Matter Expertise: Broad knowledge and expertise of defined contribution plan design, administration, investments, and delivery
  • Excellent relationship management abilities: Capability to build trusted advisor relationships at multiple levels in a potential client company, including members of the fiduciary, financial, and administrative committees who are responsible for the defined contribution plan. Experienced in maintaining productive, internal relationships to leverage those resources when necessary.
  • Outstanding Communication and Project Management skills: Ability to manage multiple, complex sales processes at the same time. Outstanding internal and external communication skills, with the ability to listen comprehensively and deliver clear instructions and/or recommendations.
  • Bachelor’s Degree required

Nice To Haves

  • Advanced Degree is preferred and/or equivalent work-related experience and success
  • FINRA license not required, but preferred

Responsibilities

  • Achieve annual Aon PEP sales goals
  • Establish and coordinate sales strategy across all assigned markets
  • Identify and pursue opportunities with existing and new Aon clients and prospects
  • Effectively integrate with other Aon sales leaders across practices to identify opportunities, actively work the pipeline to create leads, and move leads to opportunities
  • Build and maintain the Aon PEP prospect pipeline
  • Effectively introduce lead generation resources at the appropriate time in the selling process
  • Collect and communicate market intelligence on products/services and incorporate it into sales client planning process
  • Creatively eliminate barriers for clients entering new markets; support the team in navigating alternative paths to making the sale
  • Ensure most efficient use of Aon Connect, Aon’s internal CRM/pipeline management tool
  • Partner with Aon PEP and DC Leadership teams to advance marketing investments and solution development
  • Regular/minimum of 30% travel expected, depending on sales opportunities.
  • Collaborate and share approaches and findings with other regional Master Trust sales teams globally as we expand this offering in other markets

Benefits

  • In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
  • Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
  • Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
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