Account Executive - Retirement ; k Services

Overview

Sell Paychex’s retirement plan and flexible spending account products and services to final decision makers, increasing the client base to grow profits within the Human Resource Services organization.

• Presents the full range of Paychex retirement plan and FSA products and services to prospects, closing new sales.
• Leverages the Go‑to‑Market Sales Strategy to identify customer needs and present Paychex solutions to key stakeholders, in person or virtually, to increase revenue and market share.
• Schedules appointments and visits potential and current referral sources, particularly the financial advisor channel and registered investment advisor community, to secure referrals to end users.
• Prospects customers using telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management to acquire new clients and referral sources.
• Analyzes prospect needs and interests, determines applicable products, and refers to the proper party when necessary.
• Expedites resolution of client problems or complaints to ensure client satisfaction and retention.
• Completes and submits accurate new business paperwork and expense reports by Sales management deadlines to ensure timely processing.
• Enters prospect, sales, and client notes into  to ensure seamless selling and service to Paychex clients.
• Projects a positive image representing the corporation, upholding Paychex’s reputation to clients and the community.
• Achieves and continually develops technical, competitive, and sales skills knowledge to excel in lead generation, presentations, and closing.
• Successfully completes SAFE examinations to stay current on product knowledge.
• Participates in training sessions and completes self‑study modules to advance to Senior Retirement Plan Sales Representative.
• May be required to travel outside the geographical territory for conferences, training sessions, or regional/national meetings.

• High school diploma or equivalent (required).
• Less than 1 year of relevant Paychex experience and successful completion of required training programs or senior sales management certification.
• 2 years of experience in relevant sales or sales management.

The compensation range for this position is typically between $55,000 and $115,000. This range includes base pay plus commissions and does not include other components that may be part of the total rewards package. Overall compensation will be determined by geographic location, skills, education, and experience, potentially exceeding this range.

• Medical coverage, virtual wellness classes, tuition reimbursement, 401(k) plus employer match, adoption assistance, financial assistance, and more.
• Paid time off, company holidays, culture days, and comprehensive work‑life balance programs.
• Award‑winning training and development programs for ongoing learning opportunities.
• Volunteer time off and company‑wide community initiatives.

Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion.