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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.
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Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients. 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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Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Sale of Human Resource Services and PEO Sales organizations.
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Overview Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. Responsibilities 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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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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Expedites the resolution of client problems or complaints to ensure client satisfaction and retention. 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.
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Enters prospects, sales and client notes into 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.
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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. Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing.
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Expediting the resolution of client problems or complaints to facilitate a positive onboarding experience. 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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Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
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Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
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Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Retirement organization. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
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Communicates with outside parties, including CPAs, attorneys, auditors, investment providers, bank partners, and third party vendors. 2 years of experience in Relevant sales/sales management. Successfully completes SAFE examinations to remain current on product knowledge.
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Analyzes the prospects needs and interests, determining which products are appropriate and referring to appropriate party when necessary. Valid Drivers License Required. H.S. Diploma - Required.
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Analyzes the prospects needs and interests, determining which products are appropriate and referring to appropriate party when necessary. Valid Drivers License Required. H.S. Diploma - Required.
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client services jobs Title: executive Company: Paychex
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