Paychex
Account Executive - Retirement (k) Services
Imagine Your Future with Us! 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. With our award‑winning training and endless opportunities for growth and development, you can build a lifelong career with us. 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. Join us to pursue your passion and unleash your potential.
Overview Selling Product and Services by developing new clients and increasing the client base to boost profits within the Human Resource Services organization.
Location(s) Remote opportunity! Preference is for candidates who reside in PST or MST time zones.
Responsibilities
Present all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe to close new sales.
Leverage 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 for in‑person or virtual interaction to increase revenue and market share.
Schedule appointments and visit potential and current referral sources, specifically the financial advisor channel and registered investment advisor community, to secure referrals to end users.
Prospect using telephone, direct mail, seminars, client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Analyze prospects’ needs and interests, determine which products are appropriate, and refer to the appropriate party when necessary.
Expedite the resolution of client problems or complaints to ensure client satisfaction and retention.
Complete and submit accurate new business paperwork and expense reports by the dates set by Sales management to ensure timely processing; enter prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
Project a positive image in representing the Corporation to uphold Paychex’s reputation to clients and the community.
Achieve and continually develop technical, competitive, and sales skills knowledge to ensure excellence in lead generation, presentations, and closing skills. Successfully complete SAFE examinations to remain current on product knowledge. Participate in training sessions and continue self‑study modules to become a Senior Retirement Plan Sales Representative.
May be required to travel outside of geographical territory for the purposes of attending conferences, training sessions, and/or area regional or national meetings.
Qualifications
H.S. Diploma – Required.
Less than 1 year of relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
2 years of experience in sales/sales management.
Compensation The compensation range for this position is typically between $55,000 – $115,000, including base pay and commissions. Total compensation may vary based on geographic location, skills, education, and/or experience.
Live the Paychex Values
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.
What’s in it for you?
Comprehensive rewards including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and more.
Work‑life balance: paid time off, company holidays, culture days, and other flexibility initiatives.
Ongoing learning: award‑winning training and development programs to support career growth.
Diversity and inclusion: a culture that reflects the diversity of our employees and encourages every voice.
Community impact: paid time off for volunteerism and company‑wide initiatives that benefit organizations you care about.
Note: The benefits described apply to full‑time employees. Benefits for part‑time, contract, and intern roles may vary.
At Paychex, we know that great talent comes in many forms. If you’re passionate about the role but don’t check every box, we still encourage you to apply. You might be the right fit – either for this position or another opportunity with us.
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.
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Overview Selling Product and Services by developing new clients and increasing the client base to boost profits within the Human Resource Services organization.
Location(s) Remote opportunity! Preference is for candidates who reside in PST or MST time zones.
Responsibilities
Present all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe to close new sales.
Leverage 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 for in‑person or virtual interaction to increase revenue and market share.
Schedule appointments and visit potential and current referral sources, specifically the financial advisor channel and registered investment advisor community, to secure referrals to end users.
Prospect using telephone, direct mail, seminars, client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Analyze prospects’ needs and interests, determine which products are appropriate, and refer to the appropriate party when necessary.
Expedite the resolution of client problems or complaints to ensure client satisfaction and retention.
Complete and submit accurate new business paperwork and expense reports by the dates set by Sales management to ensure timely processing; enter prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
Project a positive image in representing the Corporation to uphold Paychex’s reputation to clients and the community.
Achieve and continually develop technical, competitive, and sales skills knowledge to ensure excellence in lead generation, presentations, and closing skills. Successfully complete SAFE examinations to remain current on product knowledge. Participate in training sessions and continue self‑study modules to become a Senior Retirement Plan Sales Representative.
May be required to travel outside of geographical territory for the purposes of attending conferences, training sessions, and/or area regional or national meetings.
Qualifications
H.S. Diploma – Required.
Less than 1 year of relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
2 years of experience in sales/sales management.
Compensation The compensation range for this position is typically between $55,000 – $115,000, including base pay and commissions. Total compensation may vary based on geographic location, skills, education, and/or experience.
Live the Paychex Values
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.
What’s in it for you?
Comprehensive rewards including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and more.
Work‑life balance: paid time off, company holidays, culture days, and other flexibility initiatives.
Ongoing learning: award‑winning training and development programs to support career growth.
Diversity and inclusion: a culture that reflects the diversity of our employees and encourages every voice.
Community impact: paid time off for volunteerism and company‑wide initiatives that benefit organizations you care about.
Note: The benefits described apply to full‑time employees. Benefits for part‑time, contract, and intern roles may vary.
At Paychex, we know that great talent comes in many forms. If you’re passionate about the role but don’t check every box, we still encourage you to apply. You might be the right fit – either for this position or another opportunity with us.
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.
#J-18808-Ljbffr