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

Paychex; Town of Islip (NY); Remote; USD 116,000 - 133,000; Full time

Job summary

A leading company in HR services is seeking an Account Executive in Retirement 401(k) Services. This remote position involves selling retirement plans, increasing client base, and delivering exceptional service to prospects. Join a collaborative and inclusive culture with opportunities for growth and significant rewards.

Benefits

Comprehensive medical coverage

401(k) match

Paid time off

Tuition reimbursement

Virtual wellness classes

Qualifications

• Successful completion of training programs and/or certification by senior sales management is required.
• 2 years of relevant sales experience preferred.

Responsibilities

• Present retirement plan and flexible spending account products to key decision makers.
• Prospects for new clients through various marketing efforts.
• Analyze prospects’ needs to determine appropriate products.

Skills

Sales Skills

Client Relationship Management

Problem Solving

Education

H.S. Diploma

Job description

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

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

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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 Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

Responsibilities

• Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing 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 on in person or virtual interaction to increase revenue and market share.
• Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
• Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
• Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
• Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
• Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
• Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.
• Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
• May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
  
  

Qualifications

• H.S. Diploma - Required
• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
• 2 years of experience in Relevant sales/sales management.
  
  

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?

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations 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 - either for this position or another opportunity with us.

Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Human Resources Services

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