Account Executive - Retirement 401(k) Services

Paychex•Pasadena, CA

About The Position

The Account Executive sells Paychex retirement plan and flexible spending account products and services to develop new clients and grow the client base within the Human Resource Services organization. The role identifies prospects’ needs, presents relevant Paychex solutions to decision makers and end users, and closes new sales to increase revenue and market share. Client interactions may be in person or virtual, according to client preference. The position also builds referral relationships—particularly with financial advisors and registered investment advisors—and uses prospecting and local marketing activities to generate new business. It supports client satisfaction and retention by addressing client issues, completing accurate sales paperwork and expense reports, and recording sales and client information in Salesforce.com. The Account Executive maintains product, competitive, and sales knowledge through training and self-study, completes required SAFE examinations, and may travel outside the assigned geographic territory for conferences, training, or regional and national meetings.

Requirements

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

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, in person or virtually according to client preference.
Schedule appointments with and visit potential and current referral sources, especially financial advisors and registered investment advisors, to obtain end-user 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 deadlines set by Sales management.
Enter prospects, sales, and client notes into Salesforce.com.
Represent the Corporation positively to clients and the community.
Develop technical, competitive, and sales knowledge to improve lead generation, presentations, and closing skills.
Complete SAFE examinations and participate in training and self-study to develop toward the Senior Retirement Plan Sales Representative role.
Travel outside the geographic territory when required for conferences, training, or regional or national meetings.