Retirement Plan Sales Executive — 401(k) Solutions

Paychex; Rocky Hill (CT); On-site; USD 55,000 - 115,000; Full time

Benefits offered by this job

Medical coverage

401(k) employer match

Tuition reimbursement

Adoption assistance

Financial assistance

Job summary

Paychex in Rocky Hill, CT is seeking a Senior Retirement Plan Sales Representative to grow our client base by presenting retirement plan and FSA products to final decision makers and end users. You will schedule appointments, develop referrals through financial advisor channels, analyze client needs, and enter notes into Salesforce.com to ensure seamless service.

This role offers base plus commissions, with travel as needed, and opportunities to advance within a growing, innovation-driven team.

Qualifications

• HS diploma is required.
• Less than 1 year of relevant Paychex experience and completion of required training.
• 2 years of relevant sales or sales management experience.

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

High School Diploma

Tools

Salesforce.com

Job description

Paychex in Rocky Hill, CT is seeking a Senior Retirement Plan Sales Representative to grow our client base by presenting retirement plan and FSA products to final decision makers and end users. You will schedule appointments, develop referrals through financial advisor channels, analyze client needs, and enter notes into Salesforce.com to ensure seamless service.

This role offers base plus commissions, with travel as needed, and opportunities to advance within a growing, innovation-driven team.