K; PEP Pooled Plan Sales Executive
Listed on 2026-02-28
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Sales
Business Development, Sales Manager -
Business
Business Development
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.
YourImpact 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
- 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
- Advanced Degree is preferred and/or equivalent work-related experience and success
- FINRA license not required, but preferred
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…
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