Regional Retirement Representative

Paychex Deutschland GmbH; United States; On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Tuition reimbursement

401(k) with employer match

Paid time off for volunteerism

Job summary

A leading financial services firm in the United States is seeking a Sales Representative for Retirement Services. In this role, you will identify customer needs, maintain client relationships, and contribute to revenue growth through effective sales strategies. A Bachelor's degree and 2 years of relevant sales experience are required, alongside necessary licenses. Comprehensive rewards and training programs are provided to support your career development.

Qualifications

• 2 years of relevant sales experience.
• Required Series 6, 63 licenses, and SIE.
• Series 6, Series 63, and SIE licenses required.
• Regulatory compliance knowledge beneficial.

Responsibilities

• Identify customer needs and present Retirement solutions.
• Schedule appointments with potential clients.
• Prospect new clients through various marketing strategies.
• Maintain accurate records in the company CRM.
• Ensure smooth onboarding for new clients.
• Pursue ongoing education of sales skills and product knowledge.
• Facilitate smooth onboarding of Retirement Services platform with accurate paperwork.
• Analyze customer needs and refer to appropriate products or teams.
• Attend partner meetings to educate on processes and solutions.
• Escalate and resolve customer problems or complaints.
• Travel as needed for conferences and training.

Skills

Sales Experience

Client Relationship Management

Needs Analysis

Problem-Solving

Education

Bachelor's Degree

Series 6 License

Series 63 License

SIE

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

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

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.

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 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.