Sales Consultant - Bank

Traverse City, Michigan

Employer: Paychex Inc.
Industry: Sales
Salary: Competitive
Job type: Full-Time
Overview

Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results.



Responsibilities

  • Responsible for meeting unit and revenue expectations.
  • Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
  • Schedules appointments and visits assigned bank branches to secure referrals.
  • Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
  • Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
  • Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
  • Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
  • Works with bank partners to identify business account holders who would be a good fit for Paychexs services and calls on those account holders with bank partners.
  • Partner with other sales divisions on team selling approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.


Qualifications

  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 2 years of experience in relevant sales/marketing capacity.
  • Driver's License - Required


Responsibilities

  • Responsible for meeting unit and revenue expectations.
  • Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
  • Schedules appointments and visits assigned bank branches to secure referrals.
  • Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
  • Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
  • Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
  • Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
  • Works with bank partners to identify business account holders who would be a good fit for Paychexs services and calls on those account holders with bank partners.
  • Partner with other sales divisions on team selling approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.


Qualifications

  • H.S. Diploma - Required
  • Bachelor's Degree - Preferred
  • 2 years of experience in relevant sales/marketing capacity.
  • Driver's License - Required
Created: 2024-05-18
Reference: 26766
Country: United States
State: Michigan
City: Traverse City

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