Job Description

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview

Guide decisions. Build lasting impact.

Retirement Sales is where your conversations shape long-term outcomes. You’ll partner with businesses to design, implement, and enhance 401(k) plans—helping employers support their teams while building stronger, more competitive organizations.

Retirement Sales is a consultative, relationship-driven sales role focused on working with existing clients and cross-functional partners. You’ll help organizations navigate retirement planning decisions, simplify complex needs, and deliver solutions that support financial well-being and long-term growth.

Every conversation builds trust. Every solution creates value. Every win drives meaningful impact.

Responsibilities

What You’ll Do

• Grow client relationships by identifying opportunities to establish, convert, or enhance 401(k) retirement plans

• Sell retirement solutions, including plan setup, conversions, and integrated payroll + retirement offerings

• Lead consultative conversations with business owners and decision-makers to understand needs and align solutions

• Partner with internal sales teams and referral partners to uncover opportunities and expand client value

• Manage a consultative sales cycle focused on relationship development and solution alignment

• Demonstrate strong prospecting skills, including direct selling to small to mid-sized business owners, while balancing expansion within existing accounts and generating new opportunities

What It Takes to Win

• 1–3 years of professional or B2B sales experience (field or inside sales environments)

• Strong relationship management skills and ability to build trust with clients and partners

• Comfort working in a fast-paced, transactional sales environment

• Comfort navigating compliance-sensitive or detail-oriented conversations

• Consistent follow-through and accountability in managing opportunities and client relationships

• Ability to collaborate across teams to support a seamless, client-centered experience

• Financial services or 401(k) exposure is helpful but not required

Why This Role

• Uncapped earning potential with opportunities to grow within a high-impact product line

• Opportunity to build expertise in retirement solutions backed by an established industry platform

• Consultative sales environment focused on long-term relationships and meaningful client outcomes

• Strong cross-functional partnerships that support deal development and client success

• Clear path to expand your career across sales, leadership, and specialized roles

If you’re a relationship-driven seller looking to build expertise, credibility, and long-term impact—this is where you grow.

Qualifications

• H.S. Diploma - Required

• Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.

• 2 years of experience in Relevant sales/sales management.

Live the Paychex Values

• Act with uncompromising integrity.

• Provide outstanding service and build trusted relationships.

• Drive innovation in our products and services and continually improve our processes.

• Work in partnership and support each other.

• Be personally accountable and deliver on commitments.

• Treat each other with respect and dignity.

What's in it for you?

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

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