Role Description
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:
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Reduce work for employers
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Reduce risk for fiduciaries
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Reduce costs and improve results for employees
The sales executive will be responsible for creating internal and external demand for the Aon PEP, driving our go-to-market strategy, creating and nurturing a personal pipeline of prospects in your territory, and coordinating and directly participating in sales efforts.
Your Impact as a Sales Executive
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Achieve annual Aon PEP sales goals.
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Establish and coordinate sales strategy and execution across all assigned markets.
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Identify and pursue opportunities with both:
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Existing Aon clients
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Self-developed pipeline of non-Aon clients via relationships and digital marketing and prospecting.
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Effectively integrate with other Aon sales leaders across practices to identify opportunities, actively work the pipeline to create leads, and move leads to opportunities.
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Build and maintain the Aon PEP prospect pipeline and other sales reporting responsibilities.
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Effectively introduce lead generation resources at the appropriate time in the selling process.
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Collect and communicate market intelligence on products/services and incorporate it into sales client planning process.
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Creatively eliminate barriers for clients entering new markets; support the team in navigating alternative paths to making the sale.
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Ensure most efficient use of Aon Connect, Aon’s internal CRM/pipeline management tool.
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Partner with Aon PEP and DC Leadership teams to advance marketing, investments and solution development.
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Regular/minimum of 30% travel expected, depending on sales opportunities.
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Collaborate and share approaches and findings with other regional Master Trust sales teams globally as we expand this offering in other markets.
Qualifications
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5+ years of direct or equivalent sales experience in the defined contribution market (or similar institutional assets) with demonstrated sales success.
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Established network of contacts in the DC industry.
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Ability to create a personal pipeline of non-Aon clients to pursue in your territory.
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Proven history of success in developing new products in various markets, and establishing and executing a sales strategy.
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Demonstrated history of building and maintaining a substantial pipeline.
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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.
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Subject Matter Expertise: Broad knowledge and expertise of defined contribution plan design, administration, investments, and delivery.
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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.
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Outstanding Communication and Project Management skills: Ability to manage multiple, complex sales processes at the same time. Very strong internal and external communication skills, with the ability to listen comprehensively and deliver clear instructions and/or recommendations.
Requirements
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Bachelor’s Degree required.
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Advanced Degree is preferred and/or equivalent work-related experience and success.
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FINRA license is not required, but preferred.
Benefits
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Comprehensive benefits package.
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Inclusive workforce environment.
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Agile environment for work/life balance.
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Two “Global Wellbeing Days” each year.
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Continuous learning culture.
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401(k) savings plan with employer contributions.
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Employee stock purchase plan.
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Medical, dental and vision insurance.
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Paid time off, including 12 paid holidays and 15 days of paid vacation per year.
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Short-term and optional long-term disability.
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Health savings account and reimbursement accounts.
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Employee assistance program that includes free counseling sessions.