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Paychex

Payroll processing and human resources solutions

Account Executive - Retirement, Services

Field SalesConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

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

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 accordance with client preferences for in-person or virtual interaction to increase revenue and market share.
  • Schedule appointments with and visit potential and current referral sources, specifically financial advisors and the registered investment advisor community, to secure referrals to end users.
  • Prospect by telephone, direct mail, seminars, current client visits, and other local marketing programs directed by Sales management to seek new clients and referral sources.
  • Analyze prospects’ needs and interests, determine which products are appropriate, and refer prospects to the appropriate party when necessary.
  • Expedite resolution of client problems or complaints to ensure client satisfaction and retention.
  • Complete and submit accurate new-business paperwork and expense reports by dates agreed upon with Sales management to ensure timely processing.
  • Enter prospects, sales, and client notes into Salesforce.com to support seamless selling and service to Paychex clients.
  • Represent the Corporation positively to uphold Paychex’s reputation with clients and the community.
  • Develop technical, competitive, and sales skills and knowledge for lead generation, presentations, and closing; complete SAFE examinations to remain current on product knowledge; participate in training sessions and continue self-study modules toward becoming a Senior Retirement Plan Sales Representative.
  • Travel outside the geographic territory as required to attend conferences, training sessions, and area, regional, or national meetings.

About the Company

Paychex

Payroll processing and human resources solutions

Paychex provides payroll processing and human capital management (HCM) solutions for small and medium-sized businesses. It offers payroll, HR, benefits, timekeeping, and compliance services through an integrated software and services platform that handles payroll calculations, tax filings, benefits administration, and HR tasks. The company differentiates itself with a long history, evolution from a franchise network to a single public company since 1983, and growth through acquisitions that expanded its technology and services. Its goal is to help small businesses manage their workforce efficiently and affordably across the United States.

Company size
10,001+
Company stage
IPO
Headquarters
Rochester, NY
Founded
1971

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