×
Register Here to Apply for Jobs or Post Jobs. X

K; PEP Pooled Plan Sales Executive

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Aon
Full Time position
Listed on 2026-02-28
Job specializations:
  • Sales
    Business Development, Sales Manager
  • Business
    Business Development
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: 401(k) (PEP) Pooled Employer Plan Sales Executive

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 reduce work for employers, reduce risk for fiduciaries, and 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.

Your

Impact as a Sales Executive 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
Qualifications and Expertise
  • 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.
Education
  • Bachelor’s Degree required
  • Advanced Degree is preferred and/or equivalent work-related experience and success
  • FINRA license not required, but preferred
How we support our colleagues

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 thermore, 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 values an innovative and inclusive workplace where all colleagues feel empowered to be…

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary