Account Executive – Retirement

Responsibilities

Closes prospects on utilizing SurePayroll as their record-keeper and TPA for prospect’s 401(k) plan through: generating leads by networking with SurePayroll account executives and prospecting through SurePayroll/SunTrust customer base, qualifying for fit and emotional motive, presenting solutions, and utilizing effective objection handling and closing sales skills in order to generate revenue and achieve/exceed quota objectives.
Refers customers to additional services offered (e.g. Medical insurance, workers’ compensation, Pre-employment screening, payment services, etc.) in an effort to monetize the existing customer base.
Leads new customers through online 401k plan design and establishment to make sure plan is in line with new customer’s expectations.
Partners with internal operations teammates to ensure proper plan conversion.
Meets with direct supervisor on a weekly basis to review achievement of activity and revenue generation objectives vs. expectations, and to review actual calls in order to receive coaching to improve performance.
Other duties as assigned to support the general purpose of the position’s function.

Qualifications

Associate’s Degree – Preferred
Sales – Preferred
Time Management – Preferred
Presentations – Preferred
Communication – Preferred
Multitasking – Preferred
Sales Prospecting – Preferred
Selling Techniques – Preferred
Cold Calling – Preferred
Human Capital Management (HCM) – Preferred
Upselling – Preferred
Sales Training – Preferred
Business Case – Preferred
Business Process Improvement – Preferred
Conflict Resolution – Preferred
Sales Pipelines – Preferred

Compensation

In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $45,000-$90,000. This range includes base pay plus commissions but does not consider other components that make up the total rewards