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 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.
• Leverages 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 visits 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 Salesforce.com 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.

Requirements & Tech Stack

• 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.
• Salesforce.com

Qualifications

• Ability to present all retirement plan and flexible spending account products and services.
• Ability to leverage a Go-to-Market Sales Strategy.
• Ability to identify customer needs and present solutions.
• Ability to schedule appointments and visit referral sources.
• Ability to prospect utilizing various methods (telephone, direct mail, seminars, etc.).
• Ability to analyze prospect needs and interests.
• Ability to expedite resolution of client problems or complaints.
• Ability to complete and submit accurate new business paperwork and expense reports.
• Ability to project a positive image.
• Ability to develop technical, competitive and sales skills knowledge.
• Ability to pass SAFE examinations.
• Willingness to participate in training sessions and self-study modules.