Account Executive - Retirement 401(k) Services
Columbus, Ohio
Employer: Paychex Inc.
Industry: Sales
Salary: Competitive
Job type: Full-Time
Overview
Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.
Responsibilities
Qualifications
Responsibilities
Qualifications
Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.
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 clients 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 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 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.
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.
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 clients 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 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 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.
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.
Created: 2024-05-18
Reference: 27234
Country: United States
State: Ohio
City: Columbus
ZIP: 43026
Similar jobs:
-
Account Executive - Hospice
LHC New in Columbus, Ohio -
Account Executive
Medical Mutual in Brooklyn, Ohio -
Account Executive - Dayton, OH - Ethicon US LLC.
Johnson & Johnson in Dayton, Ohio -
PBM Regional Account Executive - North East - Remote
UnitedHealth Group in Dublin, Ohio💸 $190400 per year -
Account Executive - Automotive Sales/F&I
The Reynolds and Reynolds Company in Columbus, Ohio -
Enterprise Account Executive, Spectrum Enterprise
SPECTRUM in Independence, Ohio -
Associate Account Development Executive
CDKGlobal in Cincinnati, Ohio💸 $70000 per year -
Account Executive - Indirect Retail
SPECTRUM in Akron, Ohio -
Local Account Executive
Ward Trucking in Sharonville, Ohio -
(Hybrid) Account Executive
National Financial Partners in Cleveland, Ohio -
Enterprise Account Executive, Growth
MongoDB in Columbus, Ohio💸 $135000 - $135000 per year -
Enterprise Account Executive
SPECTRUM in Independence, Ohio -
Account Executive II - Cleveland, OH
Foundation Medicine in Cleveland, Ohio -
Account Executive - Indirect Retail
SPECTRUM in Akron, Ohio -
Account Executive, Spectrum Community Solutions
SPECTRUM in Cincinnati, Ohio -
Account Executive - Cincinnati
Logicalis in West Chester, Ohio💸 $50000 - $80000 per year -
Associate Account Executive - Cincinnati/Dayton, OH - Ethicon US LLC
Johnson & Johnson in Cincinnati, Ohio -
Business Account Executive
SPECTRUM in Independence, Ohio💸 $100000 per year -
Enterprise Account Executive, Spectrum Enterprise
SPECTRUM in Independence, Ohio -
Commercial Lines Service Account Executive - Construction experience a plus!
USI Holdings Corporation in Cincinnati, Ohio