Account Executive - Retirement 401(k) Services

Paychex•UNAVAILABLE, UNAVAILABLE

11d

About The Position

Paychex is hiring an Account Executive to sell retirement 401(k), retirement plan, and flexible spending account products and services. The role focuses on developing new clients and growing the client base to increase profits in the Human Resource Services organization. The Account Executive identifies customer needs, presents relevant Paychex solutions to decision makers, and builds referral relationships, particularly within the financial advisor and registered investment advisor communities. The role also supports client satisfaction and retention, maintains accurate sales records and paperwork, and develops product, competitive, and sales knowledge.

Requirements

High school diploma, relevant Paychex experience, and successful completion of required training programs and/or certification by senior sales management.
Less than 1 year of experience.

Responsibilities

Present 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 preferences, to increase revenue and market share.
Schedule appointments with and visit potential and current referral sources, especially 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 to develop new clients and referral sources.
Analyze prospects’ needs and interests, determine appropriate products, and refer prospects to the appropriate party when necessary.
Expedite resolution of client problems and complaints to support satisfaction and retention.
Complete and submit accurate new business paperwork and expense reports by agreed-upon dates.
Enter prospects, sales, and client notes into Salesforce.com.
Represent the Corporation positively to uphold Paychex’s reputation with clients and the community.
Develop technical, competitive, and sales skills through training and self-study; complete SAFE examinations and training toward becoming a Senior Retirement Plan Sales Representative.
Travel outside the geographical territory when required to attend conferences, training sessions, or regional or national meetings.