Regional Retirement Representative

Paychex; United States; Hybrid; USD 60,000 - 81,000; Full time

Job summary

Paychex is seeking a Retirement Services Sales professional to drive growth by presenting the 401(k) retirement solution to current and prospective clients, with focus on plans over 100 employees. You will leverage a go-to-market strategy, schedule appointments, and travel as needed to expand the client base.

Required are a Bachelor’s degree and 2 years of relevant sales experience, plus Series 6, Series 63, and SIE licenses.

Qualifications

• Bachelor's Degree required.
• 2 years of relevant sales experience.
• Series 6 license required.
• Series 63 license required.
• SIE required.

Responsibilities

• Identify customer needs and present Retirement solution to stakeholders and decision makers in person or virtually to increase revenue and market share.
• Schedule appointments and visit potential and current referral sources to secure referrals.
• Prospect for new clients via telephone, email, direct mail, seminars, or other local marketing programs.
• Maintain accurate CRM records, pipeline, forecasts, and client account information.
• Travel to conferences, training sessions, and area meetings as needed.
• Ensure smooth onboarding onto the Retirement Services platform with accurate paperwork and onboarding procedures.
• Educate partners on Retirement Service processes and solutions.
• Expedite the resolution of customer problems or complaints.

Skills

Relevant Sales Experience

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 single connected 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 for this position is $70,000 to $75,000 annually + commission. Please keep in mind that this 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.

Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.