Sales Representative
4 weeks ago
Overview:
We are seeking a highly motivated and results-driven Account Executive to join our team at Paychex. As an Account Executive, you will be responsible for developing new business relationships and expanding our existing client base to drive revenue growth and increase market share.
Key Responsibilities:- Presents all retirement plan and flexible spending account products and services to final decision makers and end users within the prospect universe to close 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 the 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 the system 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 conferences, training sessions, and/or area regional or national meetings.
- Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
- Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third-party vendors.
- H.S. Diploma - Required
- 2 years of experience in Relevant sales/sales management
- Driver's License - Required
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