Account Executive - Retirement 401(k) Service

Summary

Paychex provides payroll, HR, benefits, and advisory services through a connected HCM platform. The Account Executive will sell retirement plan and flexible spending account products, develop new clients and referral sources, analyze prospect needs, resolve client issues, and complete sales activities and documentation to grow revenue and market share.

Responsibilities

• Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share
• Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users
• Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources
• Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary
• Expedites the resolution of client problems or complaints to ensure client satisfaction and retention
• Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients
• Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community
• Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative
• May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings

Skills

• H.S. Diploma - Required
• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management
• 2 years of experience in Relevant sales/sales management

Qualifications

Must Haves

• H.S. Diploma - Required
• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management
• 2 years of experience in Relevant sales/sales management

Benefits

• For full-time employees: medical coverage
• For full-time employees: virtual wellness classes
• For full-time employees: tuition reimbursement
• For full-time employees: 401(k) with employer match
• For full-time employees: adoption assistance
• For full-time employees: financial assistance
• For full-time employees: paid time off
• For full-time employees: company holidays
• For full-time employees: culture days
• For full-time employees: comprehensive work-life balance programs
• For full-time employees: award-winning training and development programs with ongoing learning opportunities
• For full-time employees: paid time off for volunteerism
• For full-time employees: company-wide and local initiatives that benefit organizations employees care about