As a Senior Account Executive I in Financial Services, you will lead strategic client relationships, driving revenue growth through tailored financial solutions and consultative sales. You’ll collaborate with cross-functional teams to deliver value-driven proposals and ensure client satisfaction. This role requires deep industry knowledge, strong communication skills, and a proven track record in managing complex sales cycles. You will play a key role in expanding market presence and achieving business objectives.

The Ideal Candidate

• You bring a deep understanding of the financial services industry, with the ability to identify client needs and deliver strategic, value-driven solutions.
• You excel at building and nurturing long-term client relationships, consistently exceeding sales targets through consultative and data-informed approaches.
• You thrive in a fast-paced, collaborative environment, leveraging cross-functional teams to drive innovation and ensure client success.

If this sounds like you, we invite you to keep reading and apply!

• Consultation on initial plan design
• Preparation of plan document and Summary Plan Description for participants and beneficiaries
• Approval of transactions (loans, distributions, etc.)
• Monitoring compliance with plan rules and federal regulations
• Discrimination testing and audit support
• Compliance filing (Form 5500, Safe Harbor notices, Form 1099-R)

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

• Bachelor's degree (B. A.) in Business Administration, Finance, or a related field is preferred.
• Must be proficient with Microsoft Office
• Experience with Relius administration software
• Strong communication skills, both written and verbal.
• Strong attention to detail

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!