Retirement Sales Professional
7 days ago
Pursue sales opportunities to increase revenue and market share by developing new clients and expanding existing relationships in the Human Resource Services organization.
Key Responsibilities
- Demonstrate Paychex's retirement plan and flexible spending account products and services to final decision makers, leveraging the Go-to-Market Sales Strategy to identify customer needs and present tailored solutions.
- Schedule appointments with potential and current referral sources, such as financial advisors and registered investment advisors, to secure referrals to end users.
- Analyze prospects' needs and interests to determine suitable product offerings and refer complex cases when necessary.
- Resolve client complaints and issues promptly to ensure satisfaction and retention.
- Manage accurate paperwork and expense reports according to agreed-upon deadlines and maintain up-to-date records in Salesforce.com.
Qualifications and Requirements
- H.S. Diploma - Required
- Less than 1 year of relevant experience and successful completion of required training programs and/or certification by senior sales management.
- 2 years of experience in relevant sales/sales management.
Estimated Salary Range: $59,000 per year, based on location, skills, education, and experience. Total compensation may vary outside this range.
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