Retirement Plan Sales Executive

Paychex; Sarasota (FL); On-site; USD 55,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Paid time off

Job summary

Paychex is seeking a Senior Retirement Plan Sales Representative to develop new clients and expand the client base within the Human Resource Services organization. The role involves presenting retirement and FSA products, leveraging Go-to-Market strategies, and traveling as needed to secure referrals and drive revenue.

The position emphasizes relationship building, understanding client needs, and using Salesforce to maintain records.

Qualifications

• HS diploma required.
• 2 years of sales or sales management experience.
• Paychex experience or training completion is a plus.

Responsibilities

• Present retirement plan and FSA products to decision makers to close new sales.
• Schedule appointments with potential and current referral sources to secure referrals.
• Prospect via phone, mail, seminars, and visits to grow the client base.

Skills

Sales

Relationship building

Negotiation

Education

High School Diploma

Tools

Salesforce.com

Job description

Paychex is seeking a Senior Retirement Plan Sales Representative to develop new clients and expand the client base within the Human Resource Services organization. The role involves presenting retirement and FSA products, leveraging Go-to-Market strategies, and traveling as needed to secure referrals and drive revenue.

The position emphasizes relationship building, understanding client needs, and using Salesforce to maintain records.