Account Executive - Retirement 401 (k) Services (remote)

Paychex; Beaverton (OR); Remote; USD 55,000 - 115,000; Full time

Job summary

A leading company is seeking an Account Executive for Retirement 401(k) Services. This remote role involves selling retirement plans and flexible spending accounts, developing new clients, and ensuring client satisfaction. Ideal candidates will have sales experience and a high school diploma. The position offers a competitive salary range, emphasizing integrity, outstanding service, and innovation.

Qualifications

• Less than 1 year of relevant Paychex experience and successful completion of training/certification.
• 2 years of relevant sales or sales management experience.

Responsibilities

• Present retirement plan and flexible spending account products to decision makers.
• Schedule appointments with potential and current referral sources.
• Resolve client problems or complaints promptly.

Skills

Sales

Client Relations

Education

High School Diploma

Job description

Account Executive - Retirement 401 (k) Services (remote)

Join to apply for the Account Executive - Retirement 401 (k) Services (remote) role at Paychex

Overview

Sell Paychex's retirement plan and flexible spending account products by developing new clients and increasing the client base within the Human Resource Services organization.

Responsibilities

• Present retirement plan and flexible spending account products to decision makers and end users to close new sales, leveraging the Go-to-Market Sales Strategy.
• Schedule appointments with potential and current referral sources, including financial advisors and registered investment advisors, to secure referrals.
• Prospect using phone, mail, seminars, client visits, or local marketing programs to find new clients and referral sources.
• Analyze prospects’ needs, determine appropriate products, and refer to the relevant parties when necessary.
• Resolve client problems or complaints promptly to ensure satisfaction and retention.
• Complete and submit accurate paperwork and enter sales data into Salesforce.com for seamless service.
• Represent Paychex positively to uphold the company's reputation.
• Develop technical, competitive, and sales skills; complete SAFE examinations; participate in training to become a Senior Retirement Plan Sales Representative.
• Travel outside the territory for conferences, training, or meetings if required.

Qualifications

• High School Diploma required
• Less than 1 year of relevant Paychex experience and successful completion of training/certification
• 2 years of relevant sales or sales management experience

Compensation

Range typically between $55,000 - $115,000, including base pay and commissions. Actual total compensation depends on location, skills, education, and experience.

Values & Culture

• Act with integrity
• Provide outstanding service and build trust
• Drive innovation and improve processes
• Support each other and work in partnership
• Be accountable and deliver on commitments
• Respect and dignity for all