Inside Sales Representative - Retirement

Overview

Retirement Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within a designated Paychex Inside Sales Hub. They engage with customers via phone, email, or other virtual channels, to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Retirement organization.

Responsibilities

• Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
• Identify client needs and present Paychex solutions to key stakeholders and decision makers through virtual interactions.
• Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users.
• Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
• Use technology tools to accurately track activities and forecasts.
• Collect data to support underwriting process, close sales.
• Projecting a positive image in representing Paychex to clients and the community.
• Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization.
• May be required to travel for purposes of attending Conference, training sessions and/or area regional or national meetings.
  
  

Qualifications

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.