Regional Retirement Representative

Paychex Deutschland GmbH; Northern (KY); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Adoption assistance

Financial assistance

Job summary

Paychex is seeking a Retirement Services Sales professional to increase profits and client base by selling our 401(k) conversion solutions to current and prospective clients, with a focus on plans over 100 employees. You’ll engage via in-person or virtual meetings, build referrals, and manage data in our CRM while advancing the Retirement Service Sales Division objectives.

The role requires a Bachelor's degree, 2+ years in sales, and Series 6/63 licenses plus SIE.

Qualifications

• Bachelor's degree required.
• 2 years of experience in relevant sales.
• Series 6, Series 63, and SIE licenses required.

Responsibilities

• Identify customer needs and present Retirement solution to key stakeholders.
• Schedule appointments and visit referrals to secure leads.
• Prospect for new clients via phone, email, direct mail, seminars, and visits.
• Maintain accurate activity, pipeline, and client data in CRM.
• Represent the company positively to clients and community.
• Stay educated on technical, competitive, and sales skills.

Skills

Sales experience

Communication

CRM

Education

Bachelor's degree

Series 6 license

Series 63 license

SIE

Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a singleconnected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Overview

Increase our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees.

Responsibilities

• Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Retirement solution to key stakeholders and decision makers in accordance with the client's preference of in person or virtual interaction to increase revenue and market share.
• Scheduling appointments and visiting potential and current referral sources to secure referrals to prospective clients.
• Prospecting for new clients utilizing the telephone, email, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
• Maintain accurate and up-to-date records of activity, pipeline, forecasts, and client account information, within the company CRM.
• Projecting a positive image in representing the Corporation to clients and the community.
• Ongoing education of technical, competitive and sales skills knowledge. Competency is measured by the successful attainment of objectives and performance within the Retirement Service Sales Division.
• Ensure a smooth onboarding transition onto the Retirement Services platform by completing and submitting accurate new business paperwork and following onboarding policies and procedures.
• Analyzing the customer needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
• Attend partner meetings to educate on Retirement Service's processes and solutions.
• Expediting the resolution of customer problems or complaints.
• May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area Zone meetings.

Qualifications

• Bachelor's Degree - Required
• 2 years of experience in Relevant Sales Experience.
• Series 6 License - Required
• Series 63 License - Required
• SIE - Required

Compensation

In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $70,000.00 - $75,000. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

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.