Jesse McLeod

Paychex, Inc is a leading provider of Human Resources, Payroll, and Benefits outsourcing services for small to midsize businesses

Responsibilities

• Drive new client acquisition through direct “cold-call” prospecting, partner/strategic alliances, and market networking
• Present value proposition related to 401k and relative Tax Credit Services
• Identify other cross market opportunities for Paychex such as Payroll Services, PEO, HR, Time & Attendance and others.

Paychex, Inc - Virtual Retirement Sales Team

Responsibilities

• Develop and grow newly launched Virtual Retirement Solutions Division
• Acquire new business outside of the Paychex client base through direct “cold-call” prospecting, partner/strategic alliances, and market networking
• Present value proposition related to 401k and Tax Credit Services
• Identify other cross market opportunities for Paychex such as; Payroll, Human Resources, PEO, Health Benefits, Time & Attendance and other Paychex solutions and services

Achievements:

• Top 3 in sales within division – Q4, 2022, July (Q1) 2023
• Top 5 Overall Revenue for Fiscal Year 2022
• Exceeded targets consistently with skilled pursuit of direct, upselling and cross-selling opportunities.
• Generated interest and boosted urgency to consistently close sales.

Mutual of America specializes in providing businesses with 401(k), 403(b), Profit Sharing and 457(b) Retirement Plan Design, Defined Benefit Plans, Tax Credit Guidance, New 403(b) regulations, New Comparability Plans, Fiduciary Reviews, Safe Harbor Provisions

Responsibilities

• Drive new client acquisition and retirement plan takeovers through direct prospecting, partner/strategic alliances, and market networking
• Work with senior management to develop and implement business and marketing strategies, delivery of advice, educational and consultative services to clients
• Present value proposition to Executive and Board Member Leadership
• Identify and develop new market verticals throughout specific geographical territory
• Educate sales team in strategic and complex sales methodologies

Achievements

• 165% of quota - 2015
• 252% of quota - 2016
• 130% of quota - 2017 (President's Club)
• 179% of quota - 2018 (President's Club)
• 125% of Quota - 2019 (President's Club)