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Financial Sales Representative (401K Sales & Investment Education)

PAi Retirement Services

in Remote

Logo for PAi Retirement Services

PAi, an Ascensus® company, is an industry-leading third-party administrator and recordkeeper specializing in 401(k) plans for micro and small businesses nationwide. Our flexible retirement plan options accommodate companies of all sizes—from owner-only businesses to those with hundreds of employees. Since 1983, we have helped people successfully save for retirement by changing retirement outcomes with participant-focused, easy-to-manage 401(k) services. PAi’s CoPilot recordkeeping services feature Years of Retirement calculations, allowing savers to see exactly how many years their savings can buy, and an event-based alert system that keeps participants on track by sending updates along the way. See how CoPilot is changing the retirement conversation.

Job Summary 

Leverages retirement industry knowledge and PAi product expertise to assist prospects and customers in achieving retirement through 401(k) plan sales and investment education. 


  • Team Success 
  • Customer/Client Focus 
  • Personal Credibility 
  • Applied Learning 
  • Competitive/Entrepreneurial Mindset 

Core Responsibilities: 

  • Meets or exceeds quarterly and annual team and individual sales goals and metrics 
  • Ensures various tasks including, but not limited to, daily, weekly and monthly reporting, are completed accurately and timely 
  • Establishes and maintains relationships with referral partners while prospecting clients, making proactive sales calls, attending partner conferences and comparing competitor offerings to ensure best fit and acquire new business 
  • Answers inbound sales calls regarding PAi products, service and investment offerings, effectively communicating with potential clients to identify needs in order to close sales quickly utilizing provided sales training and procedures 
  • Assists plan participants, post-sale, with investment education enabling them to make appropriate decisions for their individual needs 
  • Works through sales leads with limited detail and direction and conducts appropriate follow-up activity to support the partner needs, maintain relationships, train, educate and drive sales 
  • Uses CRM to track sales activity and prioritize follow up tasks 
  • Makes dependable judgements concerning issues and serves as go-to person for escalated calls 
  • Participates in initiatives, maintains documentation and disseminates content related, but not limited to new product development, process and procedure improvements, marketing, training, mentoring and PAi’s overall mission 
  • Demonstrates an understanding of the product portfolio features and benefits and sells solutions 
  • Offers and conducts presentations via phone, webinar and at times in person for company partners and clients 
  • Seeks knowledge for continuous improvement related to industry changes, market trends and product offerings and provides education and feedback to clients, partners and team members 

Minimum Qualifications: 

  • College degree or equivalent work experience 
  • 2+ years of financial services industry experience OR 3+ years of proven sales experience
  • Accountable with excellent customer service skills 
  • Detail oriented, with strong analytical, problem resolution and mathematical abilities 
  • Ability to work well under pressure with multiple priorities and deadlines 

Preferred Qualifications: 

  • 3-5 years of financial services industry experience 
  • 3 years of investment industry experience 
  • Industry related certification such as CPFA, AIF, CPRC or equivalent 

The national average salary range for this role is $45-65K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit 

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

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