Account Executive - Retirement ; k Services
Listed on 2025-11-25
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Sales
Business Development, Sales Representative -
Business
Business Development
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.
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 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.
- 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.
In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $55,. This range includes base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Livethe 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.
- We value your well‑being:
We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption…
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