Retirement Plan Sales Executive

Paychex; Bridgeport (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Adoption assistance

Paid time off

Volunteer time off

Job summary

Paychex in the United States is seeking a Senior Retirement Plan Sales Representative to grow the client base by presenting retirement plan and flexible spending account products to key decision makers and end users. You will travel as needed and develop relationships with financial advisors to secure referrals and drive revenue.

In this role you’ll document activities in Salesforce, uphold the Paychex reputation, and continually advance sales skills through required SAFE exams and ongoing

Qualifications

• H.S. Diploma - Required
• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
• 2 years of experience in Relevant sales/sales management.

Responsibilities

• Presents retirement plan and flexible spending account products and services to final decision makers and end users within the prospect universe for the purpose of closing new sales.
• Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
• Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
• Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
• Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
• Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
• Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.
• Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
• May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.

Education

HS Diploma

Job description

Paychex in the United States is seeking a Senior Retirement Plan Sales Representative to grow the client base by presenting retirement plan and flexible spending account products to key decision makers and end users. You will travel as needed and develop relationships with financial advisors to secure referrals and drive revenue.

In this role you’ll document activities in Salesforce, uphold the Paychex reputation, and continually advance sales skills through required SAFE exams and ongoing