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The Account Executive is responsible for selling retirement plan and flexible spending account services by identifying new clients and managing referral sources. They must analyze prospect needs, present solutions, and maintain accurate records in Salesforce to ensure client satisfaction and revenue growth.
Requirements
Candidates are required to have a high school diploma and at least two years of relevant sales or sales management experience. Successful completion of required training programs and certifications is also necessary to remain current on product knowledge.
Full job description
Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential. 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
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 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 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.
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.
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.
Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.
From AI-powered intelligent HCM to HR advisory and employee solutions, we give you more of you.
Industry
Human Resources Services
Company size
10,001+ employees
Founded
1971
Headquarters
Rochester, NY
LinkedIn followers
256,626
Total funding
$4.2B
As the future of work continues to evolve, Paychex leads the way by making complex HR, payroll, and benefits brilliantly simple. Our unique combination of digital HR technology and advisory solutions meets the changing needs of employers and their employees. You can see the results in our growth as an HR leader and the positive returns we deliver to our shareholders.
Paychex, Inc. (Nasdaq: PAYX) is a leading provider of a leading provider of expert-enabled HR, payroll, and benefits.
-Industry expertise since 1971
-~840,000 customers
-Pays 1 in 11 U.S. private sector employees
-A top HR outsourcer — serving ~2.6M worksite employees through our HR outsourcing solutions
Information regarding money transmitter licensing can be found on the NMLS Consumer Access website, www.nmlsconsumeraccess.org, and Paychex at www.paychex.com/corporate/legal.
The Commissioner of Financial Regulation for the State of Maryland will accept all questions or complaints from Maryland residents regarding Paychex, Inc. (1029977) at:
100 S. Charles Street, Tower I, Suite 5300
Baltimore, Maryland 21201
888-784-0136
Offices: 911 Panorama Trail South, Rochester, NY 14625, US