Account Executive - Retirement ; k) Services
Listed on 2026-10-16
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Sales
Business Development, B2B Sales, Sales Consultant, Client Relationship Management
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.
Guide decisions. Build lasting impact.
Retirement Sales is where your conversations shape long-term outcomes. You’ll partner with businesses to design, implement, and enhance 401(k) plans—helping employers support their teams while building stronger, more competitive organizations.
Retirement Sales is a consultative, relationship-driven sales role focused on working with existing clients and cross-functional partners. You’ll help organizations navigate retirement planning decisions, simplify complex needs, and deliver solutions that support financial well-being and long-term growth.
Every conversation builds trust. Every solution creates value. Every win drives meaningful impact.
Responsibilities What You’ll Do- Grow client relationships by identifying opportunities to establish, convert, or enhance 401(k) retirement plans
- Sell retirement solutions, including plan setup, conversions, and integrated payroll + retirement offerings
- Lead consultative conversations with business owners and decision-makers to understand needs and align solutions
- Partner with internal sales teams and referral partners to uncover opportunities and expand client value
- Manage a consultative sales cycle focused on relationship development and solution alignment
- Demonstrate strong prospecting skills, including direct selling to small to mid-sized business owners, while balancing expansion within existing accounts and generating new opportunities
- 1–3 years of professional or B2B sales experience (field or inside sales environments)
- Strong relationship management skills and ability to build trust with clients and partners
- Comfort working in a fast-paced, transactional sales environment
- Comfort navigating compliance-sensitive or detail-oriented conversations
- Consistent follow-through and accountability in managing opportunities and client relationships
- Ability to collaborate across teams to support a seamless, client-centered experience
- Financial services or 401(k) exposure is helpful but not required
- Uncapped earning potential with opportunities to grow within a high-impact product line
- Opportunity to build expertise in retirement solutions backed by an established industry platform
- Consultative sales environment focused on long-term relationships and meaningful client outcomes
- Strong cross-functional partnerships that support deal development and client success
- Clear path to expand your career across sales, leadership, and specialized roles
If you’re a relationship-driven seller looking to build expertise, credibility, and long-term impact—this is where you grow.
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.
- 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…
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