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Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. 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.
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Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met.
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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.
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Completing and submitting accurate new business paperwork, expense reports and weekly activity reports by agreed upon dates set by Sales management. Completing and submitting accurate new business paperwork, expense reports and weekly activity reports by agreed upon dates set by Sales management.
$76,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Expediting the resolution of client problems or complaints to facilitate a positive onboarding experience. Onboard HR Solutions and PEO clients, following policies and procedures to ensure a smooth transition onto the HR Solutions or PEO service.
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Expediting the resolution of customer problems or complaints. Prospecting for new clients and new referral sources utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
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Onboard PEO clients, following policies and procedures to ensure a smooth transition onto the PEO service. Prospecting for new clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
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May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings. Under general supervision of Sales management and within specific quota attainment guidelines for the position.
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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 client’s preference on in person or virtual interaction to increase revenue and market share.
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Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $65,000 annually + commission.
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May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area Zone meetings. Projecting a positive image in representing the Corporation to clients and the community.
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2 years of experience in Relevant sales/marketing experience. Scheduling appointments and visiting potential and current referral sources to secure referrals to end users. Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales or Major Market Sales organizations.
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Analyzing the customer needs and interests, determining which products are appropriate and referring to appropriate party when necessary. Bachelor's Degree - Preferred. H.S. Diploma - Required. Valid Driver's License Required.
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Completing and submitting accurate new business paperwork, expense reports and weekly activity reports by agreed upon dates set by Sales management.
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In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $57,000 annually + commission. 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.
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business job Title: executive Company: Paychex Inc
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