Account Executive

(Pittsburgh, PA)

Company Overview

NestWorth is a leading provider of financial solutions committed to helping individuals and businesses achieve their long-term financial goals. With a focus on retirement planning, our team empowers clients to navigate the complexities of retirement savings, ensuring a secure and prosperous future.

Position Overview

As a Business-to-Business Sales Representative specializing in Retirement Plans at NestWorth, you will play a pivotal role in expanding our client base and contributing to the financial well-being of businesses and their employees. This position offers a dynamic opportunity for individuals who are passionate about building relationships and helping businesses navigate retirement planning solutions.

Key Responsibilities

Prospecting and Lead Generation
  • Identify and engage with potential business clients interested in retirement planning solutions.
  • Utilize various channels including cold calling, networking events, and digital platforms, to generate leads.

Consultative Sales Approach
  • Conduct in-depth consultations with business decision-makers to understand their unique retirement planning needs, and tailor solutions based on the company's size, industry, and employee demographics.

Presentation and Proposal Development
  • Deliver compelling presentations that showcase the benefits of our retirement plans.
  • Collaborate with internal teams to develop customized proposals that meet the specific needs of each client.

Relationship Building
  • Cultivate and maintain strong relationships with key stakeholders, including business owners, HR professionals, and financial decision-makers.
  • Act as a trusted advisor, providing ongoing support and guidance throughout the client's journey.

Product Knowledge and Industry Expertise
  • Stay informed about industry trends, regulations, and best practices related to retirement planning.
  • Demonstrate a deep understanding of our products and services to effectively address client inquiries.


  • Bachelor's degree or related work experience. 
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Eagerness to learn and adapt to a dynamic sales environment.
  • Ability to work independently and as part of a collaborative team.


  • Competitive base salary with uncapped commission potential.
  • Comprehensive training and development programs.
  • Career advancement opportunities within a rapidly growing organization.

How to Apply

If you are a motivated and ambitious individual seeking a rewarding career in business-to-business sales with a focus on retirement plans, we invite you to apply. Submit your resume and a compelling cover letter outlining your interest and qualifications for this position to

NestWorth is an equal opportunity employer, and we encourage candidates from all backgrounds to apply.