Paychex

Account Executive - Retirement 401(k) Services

Paychex$63K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • H.S. Diploma required
  • 1-3 years of B2B or related sales experience
  • Proven relationship management skills
  • Ability to work in a fast-paced sales environment
  • Strong prospecting and follow-through capabilities
  • Collaborative mindset for team support
  • Financial services or 401(k) experience helpful but not mandatory

Responsibilities

  • Grow client relationships by enhancing existing 401(k) plans
  • Sell comprehensive retirement solutions including plan setup
  • Lead consultative conversations to understand client needs
  • Partner with internal teams to expand client offerings
  • Manage a consultative sales cycle focused on relationships
  • Demonstrate strong prospecting skills targeting small to mid-sized businesses
  • Balance account expansion while generating new opportunities

Benefits

  • Comprehensive medical coverage and wellness classes
  • Flexible paid time off and culture days
  • Award-winning training and development programs
  • Diversity-focused company culture
  • Paid volunteer time off and local community initiatives
Full Job Description
Overview

Guide decisions. Build lasting impact.

Retirement Sales is where your conversations shape long-term outcomes. You'll partner with businesses to design, implement, and enhance 401(k) plans-helping employers support their teams while building stronger, more competitive organizations.

Retirement Sales is a consultative, relationship-driven sales role focused on working with existing clients and cross-functional partners. You'll help organizations navigate retirement planning decisions, simplify complex needs, and deliver solutions that support financial well-being and long-term growth.

Every conversation builds trust. Every solution creates value. Every win drives meaningful impact.

Responsibilities

What You'll Do
  • Grow client relationships by identifying opportunities to establish, convert, or enhance 401(k) retirement plans
  • Sell retirement solutions, including plan setup, conversions, and integrated payroll + retirement offerings
  • Lead consultative conversations with business owners and decision-makers to understand needs and align solutions
  • Partner with internal sales teams and referral partners to uncover opportunities and expand client value
  • Manage a consultative sales cycle focused on relationship development and solution alignment
  • Demonstrate strong prospecting skills, including direct selling to small to mid-sized business owners, while balancing expansion within existing accounts and generating new opportunities

What It Takes to Win
  • 1-3 years of professional or B2B sales experience (field or inside sales environments)
  • Strong relationship management skills and ability to build trust with clients and partners
  • Comfort working in a fast-paced, transactional sales environment
  • Comfort navigating compliance-sensitive or detail-oriented conversations
  • Consistent follow-through and accountability in managing opportunities and client relationships
  • Ability to collaborate across teams to support a seamless, client-centered experience
  • Financial services or 401(k) exposure is helpful but not required

Why This Role
  • Uncapped earning potential with opportunities to grow within a high-impact product line
  • Opportunity to build expertise in retirement solutions backed by an established industry platform
  • Consultative sales environment focused on long-term relationships and meaningful client outcomes
  • Strong cross-functional partnerships that support deal development and client success
  • Clear path to expand your career across sales, leadership, and specialized roles


If you're a relationship-driven seller looking to build expertise, credibility, and long-term impact-this is where you grow.

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.


Compensation

In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $63,000- $105,000k. This range includes base pay plus commissions but 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."

Live the Paychex Values

  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

  • What's in it for you?

    • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
    • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
    • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
    • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
    • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

    • Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

      Not sure if you meet every requirement?

      At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

    About Paychex

    Paychex, Inc. is a leading provider of integrated human capital management solutions for payroll, benefits, human resources, and insurance services. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Paychex is headquartered in Rochester, New York and has more than 100 locations across the United States and Europe.
    Learn more about Paychex
    Size
    15,000 employees
    Market Cap
    $40.1 billion
    Industry
    Net Income
    $1 billion
    Founded
    1971
    5 Year Trend
    +7.9%
    Revenue
    $3.9 billion
    NASDAQ

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