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Retirement Services Sales Representative

1 month ago

Newburgh, New York, United States Paychex Full time

**Job Summary**

We are seeking a highly motivated and experienced Sales Professional to join our team at Paychex as a Retirement Services Sales Representative. In this role, you will be responsible for developing new clients and increasing the client base to drive 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 visiting 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.
  • 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.

**Requirements**

  • 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.