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

Paychex

Seattle (WA)

Remote

USD 40,000 - 80,000

Full time

30 days ago

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Job summary

An established industry player is seeking a motivated sales professional to join their dynamic team. This role offers the chance to present innovative retirement and spending account services to clients, ensuring their needs are met while driving sales growth. With a focus on client satisfaction and ongoing training, you'll have the opportunity to develop your skills and advance your career. The company fosters an engaging work environment where your contributions will make a significant impact. If you're passionate about sales and eager to grow within a supportive organization, this is the perfect opportunity for you.

Qualifications

  • High School Diploma required with a minimum of 2 years of sales experience.
  • Proficiency in Salesforce.com for tracking sales activities.

Responsibilities

  • Present retirement plan products to decision-makers to close new sales.
  • Schedule appointments and visit potential clients to secure new business.

Skills

Sales Skills
Interpersonal Skills
Client Relationship Management
Positive Representation

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services


Why consider this job opportunity:

  1. Opportunity for career advancement and growth within the organization
  2. Engaging work environment with a focus on client satisfaction
  3. Involvement in presenting valuable retirement and spending account services
  4. Ongoing training and development opportunities to enhance sales skills
  5. Potential for travel to conferences and meetings for professional growth

What to Expect (Job Responsibilities):

  1. Present retirement plan and flexible spending account products to decision-makers to close new sales
  2. Schedule appointments and visit potential referral sources to secure new clients
  3. Prospect for new clients through various marketing strategies, including direct mail and seminars
  4. Analyze client needs and interests to recommend appropriate products and services
  5. Expedite the resolution of client issues to ensure satisfaction and retention

What is Required (Qualifications):

  1. High School Diploma required
  2. Less than 1 year of relevant experience with successful completion of required training programs
  3. Minimum of 2 years of experience in sales or sales management
  4. Ability to project a positive image while representing the employer
  5. Proficiency in using Salesforce.com for tracking prospects and sales activities

How to Stand Out (Preferred Qualifications):

  1. Experience in the financial services or retirement plan industry
  2. Proven track record of successful sales achievements
  3. Completion of SAFE examinations to demonstrate product knowledge
  4. Familiarity with local marketing programs and strategies
  5. Strong interpersonal skills to build relationships with clients and referral sources

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

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