Account Executive - Retirement 401(k) Services

Paychex - Fresno, CA

Full-time - Entry Level

Fresno, CA

Professional, Scientific, and Technical Services

About the position

The position involves selling Paychex's products and services by developing new clients and increasing the client base to enhance profits within the Human Resource Services organization. The role requires engaging with decision makers and end users to present retirement plan and flexible spending account products, leveraging a Go-to-Market Sales Strategy to identify customer needs, and ensuring client satisfaction and retention through effective problem resolution and communication.

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 visits 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 conferences, training sessions, and/or area regional or national meetings.
• Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
• Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third-party vendors.

Requirements

• 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.

Benefits

• Base pay of $67,000 annually + commission
• Total rewards package based on geographic location, skills, education, and/or experience.