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Paychex · 3 hours ago

Retirement Sales Representative

United States

Contract

Remote

Entry Level

$55K/yr - $130K/yr

2+ years exp

Paychex is a leading company in HR, payroll, and benefits solutions since 1971. The Retirement Sales Representative is responsible for selling retirement plan products and services, developing new clients, and increasing the client base to boost profits.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

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. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share

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

Qualification

Sales experienceClient relationship managementSalesforce.comProduct knowledgeCommunication skills

Required

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