Retirement Sales Professional

7 days ago


Fishkill, New York, United States Paychex Full time
Job Summary
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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