Account Executive - Retirement 401 (k) Services (Remote - WEST COAST)

Paychex; Boise (ID); Remote; USD 40,000 - 80,000; Full time

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:

1. Opportunity for career advancement and growth within the organization
2. Supportive and collaborative work environment
3. Chance to make a positive impact on client satisfaction and retention
4. Comprehensive training programs and resources provided to enhance sales skills
5. Engaging work that involves direct interaction with key stakeholders and decision-makers
6. Potential for travel to conferences and training sessions for professional development

What to Expect (Job Responsibilities):

1. Present retirement plan and flexible spending account products to decision-makers and end users to close new sales
2. Schedule appointments and visit potential referral sources, including the financial advisor channel
3. Utilize various prospecting methods such as phone calls, direct mail, and seminars to seek new clients
4. Expedite resolution of client issues to ensure satisfaction and retention
5. Complete and submit accurate new business paperwork and expense reports while maintaining client records in Salesforce.com

What is Required (Qualifications):

1. High School Diploma is required
2. Less than 1 year of relevant experience and successful completion of required training programs
3. 2 years of experience in sales or sales management
4. Ability to project a positive image and represent the employer effectively
5. Willingness to participate in ongoing training and self-study to enhance sales skills

How to Stand Out (Preferred Qualifications):

1. Experience in retirement plan sales or related financial services
2. Proven track record of successful lead generation and closing sales
3. Familiarity with Salesforce.com or similar CRM systems
4. Strong communication and interpersonal skills
5. Ability to work independently and as part of a team