OverviewIncrease our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees.Responsibilities
Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Retirement solution to key stakeholders and decision makers in accordance with the client’s preference of in person or virtual interaction to increase revenue and market share.
Scheduling appointments and visiting potential and current referral sources to secure referrals to prospective clients.
Prospecting for new clients utilizing the telephone, email, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
Maintain accurate and up-to-date records of activity, pipeline, forecasts, and client account information, within the company CRM.
Projecting a positive image in representing the Corporation to clients and the community.
Ongoing education of technical, competitive and sales skills knowledge. Competency is measured by the successful attainment of objectives and performance within the Retirement Service Sales Division.
Ensure a smooth onboarding transition onto the Retirement Services platform by completing and submitting accurate new business paperwork and following onboarding policies and procedures.
Analyzing the customer needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
Attend partner meetings to educate on Retirement Service’s processes and solutions.
Expediting the resolution of customer problems or complaints.
May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area Zone meetings.
Qualifications
Bachelor's Degree - Required
2 years of experience in Relevant Sales Experience.
Must currently have or be able to obtain Series 6 and 63 license
Valid Driver's License Required