Account Executive

About the Role

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

Key Responsibilities

• Presents retirement plan and flexible spending account products and services to final decision makers and end users to close new sales.
• Leverages the Go-to-Market Sales Strategy to identify customer needs and present the Paychex solution to key stakeholders and decision makers.
• Schedules appointments and visits potential and current referral sources, specifically the financial advisor channel and registered investment advisor community, to secure referrals.
• Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs to seek new clients and referral sources.
• Analyzes prospect needs and interests to determine appropriate products and refers 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.
• Enters prospects, sales, and client notes into Salesforce.com.
• Projects a positive image in representing the Corporation to uphold Paychex's reputation.
• Achieves and continually develops technical, competitive, and sales skills knowledge for lead generation, presentations, and closing skills.
• Successfully completes SAFE examinations to remain current on product knowledge.
• Participates in training sessions and self-study modules to become a Senior Retirement Plan Sales Representative.
• May be required to travel outside of geographical territory for conferences, training sessions, and/or area regional or national meetings.

Requirements & Tech Stack

• High School 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.
• Salesforce.com

Qualifications

• Ability to present retirement plan and flexible spending account products and services.
• Ability to leverage Go-to-Market Sales Strategy.
• Skills in telephone prospecting, direct mail, seminar presentations, and client visits.
• Ability to analyze customer needs and interests.
• Ability to resolve client problems and complaints.
• Ability to complete and submit accurate paperwork and expense reports.
• Ability to uphold Paychex's reputation.
• Skills in lead generation, presentations, and closing.
• Must successfully complete SAFE examinations.
• Willingness to participate in training sessions and self-study modules.