Inside Sales Representative - Retirement

Paychex Inc.; Irving (TX); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401(k) with employer match

Tuition reimbursement

Paid time off

Job summary

Paychex Retirement Inside Sales Representatives prospect clients remotely and manage the full sales cycle from within a designated Paychex Inside Sales Hub. The role focuses on selling Retirement solutions to clients via phone, email, and other virtual channels to effectively close deals and meet sales targets.

The position emphasizes identifying client needs, presenting Paychex solutions to key stakeholders, and maintaining a strong pipeline while leveraging digital tools.

Qualifications

• 2 years of experience in relevant sales/sales management experience or the equivalent combination of education and experience.

Responsibilities

• End-to-end sales cycle from prospecting to closing to achieve quota.
• Identify client needs and present Paychex solutions to stakeholders.
• Schedule appointments with referral sources to secure referrals to end users.
• Outbound prospecting via cold calls, emails, and social engagement to generate pipeline.
• Track activities and forecasts using technology tools.
• Support underwriting process with data for close sales.
• Represent Paychex positively to clients and the community.
• Develop sales skills and product knowledge continually.
• May travel for conferences, training, or regional/national meetings.

Skills

Sales experience

Education

High School Diploma

Bachelor's Degree

Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a singleconnected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Overview

Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone, email, or other virtual channels, to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Retirement organization.

Responsibilities

• Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
• Identify client needs and present Paychex solutions to key stakeholders and decision makers through virtual interactions.
• Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users.
• Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
• Use technology tools to accurately track activities and forecasts.
• Collect data to support underwriting process, close sales.
• Projecting a positive image in representing Paychex to clients and the community.
• Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization.
• May be required to travel for purposes of attending Conference, training sessions and/or area regional or national meetings.

Qualifications

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.

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 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.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.