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

Paychex; Miami (FL); Remote; USD 40,000 - 60,000; Full time

Job summary

Paychex, a leading provider in human resource services, is seeking a sales representative for retirement plans. The role involves presenting products, managing client relationships, and utilizing various prospecting methods. Candidates should possess strong interpersonal skills and a High School diploma, with prior sales experience preferred.

Benefits

Comprehensive medical coverage

Virtual wellness classes

Tuition reimbursement

Flexible work-life balance

Paid time off

Qualifications

• Less than 1 year of relevant experience in sales.
• 2 years experience in relevant sales or sales management preferred.
• Completion of SAFE examinations required.

Responsibilities

• Present retirement plan products to clients and close sales.
• Schedule appointments with potential sources.
• Resolve client complaints for satisfaction and retention.

Skills

Interpersonal skills

Communication skills

Sales ability

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Comprehensive rewards package including medical coverage, virtual wellness classes, and tuition reimbursement
- Opportunity for career advancement and growth through award-winning training and development programs
- Flexible work-life balance with paid time off, company holidays, and culture days
- Supportive and inclusive company culture that values diversity and employee perspectives
- Paid time off for volunteerism and community engagement initiatives

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to decision-makers and end users to close new sales
- Schedule appointments and visit potential referral sources, particularly within the financial advisor community
- Utilize various prospecting methods, including phone calls, direct mail, and seminars, to seek new clients
- Analyze prospects’ needs to determine appropriate product offerings and refer to the right parties when necessary
- Expedite resolution of client problems or complaints to ensure satisfaction and retention

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience and successful completion of required training programs
- 2 years of experience in relevant sales or sales management
- Ability to project a positive image and uphold the employer's reputation
- Completion of SAFE examinations to maintain current product knowledge

How to Stand Out (Preferred Qualifications):
- Experience in retirement plan sales or related financial services
- Familiarity with Salesforce.com or similar CRM systems
- Proven track record of achieving sales targets and driving revenue growth
- Strong interpersonal and communication skills
- Demonstrated ability to build trusted relationships with clients and colleagues

#HumanResources #SalesOpportunities #CareerGrowth #DiversityAndInclusion #ClientSatisfaction

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