Senior Retirement Plan Sales Executive

Paychex; Cedar Falls (IA); On-site; USD 55,000 - 115,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Paid time off

Work-life balance programs

Job summary

Paychex in Cedar Falls, IA is seeking a retirement plan sales professional to grow our client base and deliver Paychex retirement plan solutions. The role focuses on presenting plan options to decision makers and end users, and expanding revenue through strategic referrals.

Responsibilities include scheduling visits, nurturing financial advisor referrals, analyzing client needs, and maintaining accurate Salesforce notes.

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 all retirement plan and flexible spending account products and services of Paychex 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

H.S. Diploma - Required

Job description

Paychex in Cedar Falls, IA is seeking a retirement plan sales professional to grow our client base and deliver Paychex retirement plan solutions. The role focuses on presenting plan options to decision makers and end users, and expanding revenue through strategic referrals.

Responsibilities include scheduling visits, nurturing financial advisor referrals, analyzing client needs, and maintaining accurate Salesforce notes.