Account Executive - Retirement 401(k) Services

Paychex•Los Angeles, CA

3d•Onsite

About The Position

Guide decisions. Build lasting impact. Retirement Sales is where your conversations shape long-term outcomes. You’ll partner with businesses to design, implement, and enhance 401(k) plans—helping employers support their teams while building stronger, more competitive organizations. Retirement Sales is a consultative, relationship-driven sales role focused on working with existing clients and cross-functional partners. You’ll help organizations navigate retirement planning decisions, simplify complex needs, and deliver solutions that support financial well-being and long-term growth. Every conversation builds trust. Every solution creates value. Every win drives meaningful impact.

Requirements

1–3 years of professional or B2B sales experience (field or inside sales environments)
Strong relationship management skills and ability to build trust with clients and partners
Comfort working in a fast-paced, transactional sales environment
Comfort navigating compliance-sensitive or detail-oriented conversations
Consistent follow-through and accountability in managing opportunities and client relationships
Ability to collaborate across teams to support a seamless, client-centered experience
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.

Nice To Haves

Financial services or 401(k) exposure is helpful but not required

Responsibilities

Grow client relationships by identifying opportunities to establish, convert, or enhance 401(k) retirement plans
Sell retirement solutions, including plan setup, conversions, and integrated payroll + retirement offerings
Lead consultative conversations with business owners and decision-makers to understand needs and align solutions
Partner with internal sales teams and referral partners to uncover opportunities and expand client value
Manage a consultative sales cycle focused on relationship development and solution alignment
Demonstrate strong prospecting skills, including direct selling to small to mid-sized business owners, while balancing expansion within existing accounts and generating new opportunities