Retirement Plan Sales Representative - Virtual - Paychex

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

• 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. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers to increase revenue and market share. Presentations are primarily virtual, but occasional travel may be required.
• Schedules appointments and meeting with 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 calls, 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. Enters prospects, sales and client notes into Salesforce.com 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.
• May be required to travel occasionally for purposes of attending Conference, training sessions and/or area regional or national meetings.
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