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Tailor your resume to this Account Executive - Retirement 401(k) Services role.
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Tailor your resume to this Account Executive - Retirement 401(k) Services role.
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About the Role
Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.
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.
- Leverages 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 visits 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.
Requirements
- 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.
Skills
- Sales skills
- Lead generation
- Presentations
- Closing skills
- Salesforce.com
Experience Level
- Less than 1 year
- 2 years
Education Level
- H.S. Diploma
Benefits
- Medical coverage
- Virtual wellness classes
- Tuition reimbursement
- 401(k) + employer match
- Adoption assistance
- Financial assistance
- Paid time off
- Company holidays
- Culture days
- Comprehensive work-life balance programs
- Paid time off for volunteerism
About the Company
- Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses.
- Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees.
- We pride ourselves on fostering an inclusive and innovative culture.
- Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities.
- Act with uncompromising integrity.
- Provide outstanding service and build trusted relationships.
- Drive innovation in our products and services and continually improve our processes.
- Work in partnership and support each other.
- Be personally accountable and deliver on commitments.
- Treat each other with respect and dignity.
Equal Opportunity
- Paychex is an equal opportunity employer.
- We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit.
- We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.