Paychex
Account Executive - Retirement 401(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 award‑winning training and endless opportunities for growth, you can build a lifelong career in an inclusive, innovative culture that values each employee, client, and community.
Overview Selling Paychex’s retirement plan and flexible spending account products to decision makers and end users across the prospect universe, driving new sales, increasing revenue, and expanding market share.
Responsibilities
Present Paychex retirement plan and flexible spending account solutions to final decision makers and end users through in‑person or virtual meetings, leveraging the Go‑to‑Market Sales Strategy.
Schedule appointments and visit potential and current referral sources, especially the financial advisor channel and registered investment advisor community to secure referrals to end users.
Prospect using the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales Management to seek new clients and referral sources.
Analyze prospects’ needs and interests, determining appropriate products, 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 on agreed dates set by Sales Management to ensure timely processing; enter prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service.
Project a positive image representing Paychex, upholding the company’s reputation in the community.
Achieve and continually develop technical, competitive, and sales skills knowledge to excel in lead generation, presentations, and closing; successfully complete SAFE examinations to remain current on product knowledge; participate in training sessions and self‑study modules to become a Senior Retirement Plan Sales Representative.
May be required to travel outside the geographical territory for conferences, training sessions, and/or area regional or national meetings.
Qualifications
High School Diploma – Required
Less than 1 year of experience in Paychex‑relevant experience, with successful completion of required training programs and/or certification by senior sales management.
2 years of experience in relevant sales or sales management.
Compensation Base pay plus commissions, ranging from $55,000 to $115,000, adjusted for geographic location, skills, education, and experience. Total compensation may fall outside this range based on location and other factors.
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) plus employer match, adoption assistance, and more.
Paid time off, company holidays, culture days, and comprehensive work‑life balance programs to give you flexibility.
Ongoing learning opportunities through award‑winning training and development programs.
Diverse culture that values your perspective and encourages your voice to be heard.
Paid time off for volunteerism and local initiatives that benefit communities you care about.
Not sure if you meet every requirement? 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 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 Paychex’s retirement plan and flexible spending account products to decision makers and end users across the prospect universe, driving new sales, increasing revenue, and expanding market share.
Responsibilities
Present Paychex retirement plan and flexible spending account solutions to final decision makers and end users through in‑person or virtual meetings, leveraging the Go‑to‑Market Sales Strategy.
Schedule appointments and visit potential and current referral sources, especially the financial advisor channel and registered investment advisor community to secure referrals to end users.
Prospect using the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales Management to seek new clients and referral sources.
Analyze prospects’ needs and interests, determining appropriate products, 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 on agreed dates set by Sales Management to ensure timely processing; enter prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service.
Project a positive image representing Paychex, upholding the company’s reputation in the community.
Achieve and continually develop technical, competitive, and sales skills knowledge to excel in lead generation, presentations, and closing; successfully complete SAFE examinations to remain current on product knowledge; participate in training sessions and self‑study modules to become a Senior Retirement Plan Sales Representative.
May be required to travel outside the geographical territory for conferences, training sessions, and/or area regional or national meetings.
Qualifications
High School Diploma – Required
Less than 1 year of experience in Paychex‑relevant experience, with successful completion of required training programs and/or certification by senior sales management.
2 years of experience in relevant sales or sales management.
Compensation Base pay plus commissions, ranging from $55,000 to $115,000, adjusted for geographic location, skills, education, and experience. Total compensation may fall outside this range based on location and other factors.
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) plus employer match, adoption assistance, and more.
Paid time off, company holidays, culture days, and comprehensive work‑life balance programs to give you flexibility.
Ongoing learning opportunities through award‑winning training and development programs.
Diverse culture that values your perspective and encourages your voice to be heard.
Paid time off for volunteerism and local initiatives that benefit communities you care about.
Not sure if you meet every requirement? 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 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