Retirement Plan Sales Executive (401(k) Services)

Paychex; Anaheim (CA); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) with employer match

Tuition reimbursement

Adoption assistance

Paid time off

Work-life balance programs

Job summary

Paychex in Anaheim, CA is seeking a Senior Retirement Plan Sales Representative to grow our client base and expand retirement services within the HR solutions portfolio.

You will present retirement plan and FSA products to decision makers, manage referrals, enter data into Salesforce, and travel for conferences and trainings as needed. Strong communication and sales skills are essential.

Qualifications

• High School diploma required.
• Less than 1 year Paychex experience; complete training.
• 2+ years in sales or sales management.

Responsibilities

• Presents retirement plan and FSA products to decision makers to close new sales.
• Schedules appointments and visits referral sources to secure referrals.
• Analyzes prospect needs and matches Paychex solutions.
• Documents activities in Salesforce for seamless service.
• Travels as needed to conferences, training sessions, and meetings.

Skills

Sales

Communication

Client focus

Prospecting

Education

High School Diploma

Job description

Paychex in Anaheim, CA is seeking a Senior Retirement Plan Sales Representative to grow our client base and expand retirement services within the HR solutions portfolio.

You will present retirement plan and FSA products to decision makers, manage referrals, enter data into Salesforce, and travel for conferences and trainings as needed. Strong communication and sales skills are essential.