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

Paychex; Boise (ID); Remote; USD 85,000 - 115,000; Full time

Job summary

A leading company in Human Resource Services offers a sales position focusing on retirement plans and flexible spending accounts. The role entails presenting products to potential clients, scheduling appointments, and utilizing various prospecting methods. Candidates must have a high school diploma and relevant sales experience, with opportunities for personal and professional growth amid a supportive and inclusive culture.

Benefits

Comprehensive rewards package

Flexible work-life balance programs

Award-winning training and development

Opportunities for community engagement

Qualifications

• High School Diploma required.
• 2 years of experience in sales or sales management.
• Commitment to ongoing professional development.

Responsibilities

• Present retirement plan products to decision-makers.
• Utilize prospecting methods to seek new clients.
• Complete new business paperwork accurately.

Skills

Sales

Client satisfaction

Analytical skills

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Salary range up to $115,000, including base pay plus commissions
- Comprehensive rewards package with over 21 benefits, including medical coverage, virtual wellness classes, and 401(k) with employer match
- Flexible work-life balance programs, including paid time off and company holidays
- Award-winning training and development programs for ongoing learning and career growth
- Inclusive company culture that values diversity and encourages employee voices
- Opportunities for community engagement with paid time off for volunteerism

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, focusing on the financial advisor channel for securing referrals
- Utilize various prospecting methods, including phone calls and local marketing programs, to seek new clients
- Analyze prospects’ needs to recommend appropriate products and facilitate client satisfaction
- Complete and submit new business paperwork and expense reports accurately and timely, ensuring seamless service to clients

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience with successful completion of required training programs
- 2 years of experience in sales or sales management
- Ability to project a positive image and uphold the employer's reputation in the community
- Commitment to ongoing personal and professional development, including completion of SAFE examinations

How to Stand Out (Preferred Qualifications):
- Experience with Salesforce.com for tracking prospects and client notes
- Previous experience in retirement plan sales or related financial services
- Familiarity with the financial advisor community and investment services
- Strong analytical skills to assess client needs and recommend solutions
- Proven ability to achieve sales targets and develop competitive knowledge

#HumanResources #SalesOpportunity #CareerGrowth #DiversityAndInclusion #EmployeeWellbeing

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