Inside Sales Representative - Retirement

Overview

Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone, email, or other virtual channels, to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Retirement organization.

• Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
• Identify client needs and present Paychex solutions to key stakeholders and decision makers through virtual interactions.
• Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users.
• Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
• Use technology tools to accurately track activities and forecasts.
• Collect data to support underwriting process, close sales.
• Projecting a positive image in representing Paychex to clients and the community.
• Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization.
• May be required to travel for purposes of attending Conference, training sessions and/or area regional or national meetings.

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.

• 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.

• 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.

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 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.