Account Executive - Retirement 401(k) Services

Paychex • Tuusula, Massachusetts

5d

About The Position

Paychex is hiring an Account Executive for its Retirement 401(k) Services business. The role sells retirement plan and flexible spending account products and services, develops new clients, and grows the client base to increase profits within the Human Resource Services organization. The representative identifies customer needs, presents appropriate Paychex solutions to decision makers, and works to increase revenue and market share through in-person or virtual interactions based on client preference.

The role also develops referral relationships, particularly with financial advisors and registered investment advisors, and uses prospecting and local marketing activities to find new clients. The representative analyzes prospect needs, supports client satisfaction and retention by resolving problems, and completes accurate sales paperwork, expense reports, and Salesforce records. The position includes ongoing product, competitive, and sales training, completion of SAFE examinations, and possible travel outside the assigned territory for conferences, training, or regional and national meetings.

Requirements

• High school diploma or equivalent.
• Less than one year of relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
• Two years of relevant sales or sales management experience.

Responsibilities

• Present Paychex retirement plan and flexible spending account products and services to final decision makers and end users to close new sales.
• Use the Go-to-Market Sales Strategy to identify customer needs and present Paychex solutions to stakeholders and decision makers, using in-person or virtual interactions according to client preference.
• Schedule appointments and visit potential and current referral sources, particularly financial advisors and registered investment advisors, to secure referrals.
• Prospect by telephone, direct mail, seminars, current-client visits, and other local marketing programs directed by Sales management.
• Analyze prospects’ needs and interests, determine appropriate products, and refer prospects to the appropriate party when necessary.
• Expedite resolution of client problems or complaints to support client satisfaction and retention.
• Complete and submit accurate new-business paperwork and expense reports by dates set by Sales management.
• Enter prospects, sales, and client notes into Salesforce.com.
• Represent Paychex positively to clients and the community.
• Develop technical, competitive, and sales knowledge and complete SAFE examinations, training sessions, and self-study modules.

Benefits

• Medical coverage.
• Virtual wellness classes.
• Tuition reimbursement.
• 401(k) with employer match.
• Adoption assistance.
• Financial assistance.
• Paid time off.
• Company holidays.
• Culture days.
• Work-life balance programs.
• Training and development programs with ongoing learning opportunities.
• Paid time off for volunteerism.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED