Account Executive - Retirement 401(k) Services

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Costa Mesa, CA
recency icon Posted 09-09-2023

Job Description

OverviewSelling Company's products and services by developing new clients and increasing the client base to increase profits in the Retirement organization. ResponsibilitiesPresents 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 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.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. QualificationsH.S. DiplomaRequired Bachelor's Degree - Preferred2 years of sales/marketing experienceValid Drivers License required CompensationIn the spirit of pay transparency, we are excited to share that the starting base pay for this position is $30.29 hourly which is an annualized salary of $63,000 + bonus. Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.