Client Acquisition Specialist

3 days ago

Hauppauge, New York, United States Paychex Full time
About the Role

This position involves selling Paychex products and services to new clients and increasing the client base to boost profits in the Human Resource Services organization.

Key Responsibilities
  1. Present 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. Leverage 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 clients' preference on in-person or virtual interaction to increase revenue and market share.
  2. Schedule appointments and visit potential and current referral sources, specifically the financial advisor channel and registered investment advisor community, to secure referrals to end users.
  3. Prospect 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.
  4. Analyze the prospects' needs and interests, determining which products are appropriate and referring to an appropriate party when necessary.
  5. Expedite the resolution of client problems or complaints to ensure client satisfaction and retention.
  6. Complete and submit accurate new business paperwork and expense reports by agreed-upon dates set by Sales management to ensure timely processing. Enter prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
  7. Project a positive image in representing the Corporation to uphold Paychex's reputation to clients and the community.
  8. Achieve and continually develop technical, competitive, and sales skills knowledge to ensure excellence in lead generation, presentations, and closing skills. Successfully complete SAFE examinations to remain current on product knowledge. Participate in training sessions and continue self-study modules to become a Senior Retirement Plan Sales Representative.
  9. May be required to travel outside of geographical territory for purposes of attending Conference, training sessions, and/or area regional or national meetings.
  10. Establish and maintain partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
  11. Communicate with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third-party vendors.
Compensation

The estimated starting salary for this position is $63,000 annually, plus commission. This figure may vary based on factors such as geographic location, skills, education, and experience.

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