Sales Executive, 401k Pooled Employer Plan (PEP)

Aon
New York, Boston, Philadelphia, Washington
Workplace: OnsiteFull timeUSD 143,000 - 185,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Project management","Pipeline development"]

Drive new and existing business growth for Aon’s 401(k) Pooled Employer Plan (Aon PEP) across assigned markets in the Northeast region. Own annual sales goals by building and managing a personal prospect pipeline, coordinating go-to-market execution, and moving leads to opportunities. Integrate Aon Connect (CRM) usage, share market intelligence, and collaborate with internal sales and DC leadership teams while supporting expansion efforts.

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Aon
Aon
3 days ago

Sales Executive, 401k Pooled Employer Plan (PEP)

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Last checked: 11 hours agoStatus: Live

Job Summary

Drive new and existing business growth for Aon’s 401(k) Pooled Employer Plan (Aon PEP) across assigned markets in the Northeast region. Own annual sales goals by building and managing a personal prospect pipeline, coordinating go-to-market execution, and moving leads to opportunities. Integrate Aon Connect (CRM) usage, share market intelligence, and collaborate with internal sales and DC leadership teams while supporting expansion efforts.
Location: New York, Boston, Philadelphia, Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Achieve annual Aon PEP sales goals for assigned markets.
  • •Establish and coordinate sales strategy and execution across assigned markets.
  • •Identify and pursue opportunities with both existing Aon clients and self-developed non-Aon pipeline using relationships and digital marketing/prospecting.
  • •Build and maintain the Aon PEP prospect pipeline, manage sales reporting, and effectively introduce lead generation resources.
  • •Collect and communicate market intelligence and integrate it into client planning, coordinating with other Aon sales leaders and DC leadership teams.
Travel: High travel

Pay and Benefits

Salary: USD 143,000 - 185,000 annually
Perks:Health InsuranceDentalVision401kEquityPaid LeaveTuition Assistance

Key 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 defined contribution (DC) industry.
  • •Ability to create and pursue a personal pipeline of non-Aon clients in your territory.
  • •Demonstrated success developing new products in various markets and executing sales strategy.
  • •Bachelor’s degree required; advanced degree preferred; subject-matter expertise in defined contribution plan design, administration, investments, and delivery.
Experience:5+ yearsDefined contributionRetirement savingsFinancial services
Education:Bachelor's
Skills:Relationship managementCommunicationProject managementPipeline development
Licenses:FINRA
Languages:English
Tech Stack:Aon ConnectCRMDigital marketing

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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