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

Paychex; Seattle (WA); Remote; USD 90,000 - 115,000; Full time

Job summary

A leading company in Human Resource Services is seeking a Sales Representative to drive sales in retirement plans and flexible spending accounts. The role includes prospecting new clients through various channels, analyzing needs, and ensuring client satisfaction. Emphasizing an inclusive company culture, this position offers strong potential for career advancement and a comprehensive rewards package including competitive salary, training, and development opportunities.

Benefits

Flexible work-life balance programs

Comprehensive rewards package

Paid volunteer time

Tuition reimbursement

Award-winning training and development

Qualifications

• Less than 1 year of relevant experience with required training completed.
• Minimum of 2 years in sales or sales management.
• Ability to complete accurate business paperwork.

Responsibilities

• Present retirement and flexible spending products to decision-makers.
• Prospect new clients via multiple channels such as phone and seminars.
• Analyze client needs and expedite resolution of issues.

Skills

Strong technical knowledge

Sales skills

Competitive knowledge

Education

High School Diploma

Tools

Salesforce.com

Job description

Employer Industry: Human Resource Services

Why consider this job opportunity:
- Salary up to $115,000, including base pay plus commissions
- Comprehensive rewards package, including medical coverage, virtual wellness classes, and tuition reimbursement
- Flexible work-life balance programs, including paid time off and company holidays
- Award-winning training and development programs for ongoing career growth
- Inclusive company culture that values diversity and employee perspectives
- Opportunities for community engagement through paid volunteer time

What to Expect (Job Responsibilities):
- Present retirement plan and flexible spending account products to decision-makers for closing new sales
- Schedule appointments and visit potential referral sources, particularly within the financial advisor community
- Prospect new clients through various channels, including telephone, direct mail, and seminars
- Analyze client needs and recommend appropriate products, referring to the right parties when necessary
- Expedite resolution of client issues to ensure satisfaction and retention

What is Required (Qualifications):
- High School Diploma required
- Less than 1 year of relevant experience with successful completion of required training programs
- Minimum of 2 years of experience in sales or sales management
- Ability to complete and submit accurate new business paperwork and expense reports
- Strong technical, competitive, and sales skills knowledge

How to Stand Out (Preferred Qualifications):
- Experience with Salesforce.com for managing sales and client notes
- Previous experience in retirement plan sales or related financial services
- Demonstrated success in lead generation and closing sales
- Familiarity with SAFE examinations related to product knowledge
- Participation in training sessions or self-study modules related to the industry

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