Retirement Plan Sales Exec - 401(k) Solutions

Paychex Deutschland GmbH

Bridgeport (CT)

On-site

USD 55,000 - 85,000

Full time

5 days ago
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Benefits offered by this job

Medical coverage
401(k) + employer match
Tuition reimbursement
Paid time off

Job summary

Paychex is a leading provider of payroll, HR, benefits, and advisory services and is expanding its retirement plan sales team in the United States. We seek a motivated professional to grow the client base, present Paychex retirement and FSA solutions, and manage end-to-end sales processes with support from our Go-to-Market strategy.

The role emphasizes building relationships with financial advisors, travel to meet clients, and attaining sales targets while leveraging training and ongoing

Qualifications

  • H.S. Diploma is required.
  • Less than 1 year of related Paychex experience and completion of training/certification as directed by sales leadership.
  • 2 years of experience in relevant sales or sales management.

Responsibilities

  • Present retirement plan and FSA products to decision makers and end users to close new sales.
  • Schedule appointments with referrals sources to secure introductions and referrals.
  • Prospect via phone, mail, seminars, and local marketing programs to grow the client base.
  • Analyze clients' needs and determine which products fit, referring to the right team when needed.
  • Ensure client satisfaction and retention by addressing issues and expediting resolutions.
  • Enter prospects, sales and client notes into Salesforce.com for seamless service.

Education

H.S. Diploma - Required

Job description

Paychex is a leading provider of payroll, HR, benefits, and advisory services and is expanding its retirement plan sales team in the United States. We seek a motivated professional to grow the client base, present Paychex retirement and FSA solutions, and manage end-to-end sales processes with support from our Go-to-Market strategy.

The role emphasizes building relationships with financial advisors, travel to meet clients, and attaining sales targets while leveraging training and ongoing

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