Overview
Increase our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees.
Responsibilities
- Leverage the Go-to-Market Sales Strategy to identify customers needs and present the Retirement solution to key stakeholders and decision makers in accordance with the clients preference of in person or virtual interaction to increase revenue and market share.
- Scheduling appointments and visiting potential and current referral sources to secure referrals to prospective clients.
- Prospecting for new clients utilizing the telephone, email, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
- Maintain accurate and up-to-date records of activity, pipeline, forecasts, and client account information, within the company CRM.
- Projecting a positive image in representing the Corporation to clients and the community.
- Ongoing education of technical, competitive and sales skills knowledge. Competency is measured by the successful attainment of objectives and performance within the Retirement Service Sales Division.
- Ensure a smooth onboarding transition onto the Retirement Services platform by completing and submitting accurate new business paperwork and following onboarding policies and procedures.
- Analyzing the customer needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
- Attend partner meetings to educate on Retirement Services processes and solutions.
- Expediting the resolution of customer problems or complaints.
- May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area Zone meetings.
Qualifications
- Bachelor's Degree - Required
- 2 years of experience in Relevant Sales Experience.
- Series 6 License - Required
- Series 63 License - Required
- SIE - Required
Live the Paychex Values
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.
Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.
EOE, including disability/vets