Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results.

• Responsible for meeting unit and revenue expectations.
• Presents Paychex products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
• Schedules appointments and visits assigned bank branches to secure referrals.
• Presents to bank partners on Paychex products and services to educate and to build value in the partnership.
• Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
• Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
• Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
• Works with bank partners to identify business account holders who would be a good fit for Paychex’s services and calls on those account holders with bank partners.
• Partner with other sales divisions on “team selling” approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.