Regional Retirement Services Sales Consultant

Paychex; United States; Híbrido; USD 70.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

401(k) + employer match

Tuition reimbursement

Adoption assistance

Paid time off

Work-life balance programs

Descripción de la vacante

Paychex is seeking a Retirement Services Sales professional in the United States to increase profits and client base by selling 401(k) retirement solutions to both current and prospective clients, with focus on plans over 100 employees. Responsibilities include identifying needs, conducting appointments, prospecting new clients, maintaining CRM data, and ensuring smooth onboarding for new business.

Required qualifications include a Bachelor's Degree, at least 2 years of relevant sales

Formación

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

Responsabilidades

• Identify customer needs and present Retirement solution to key stakeholders.
• Schedule appointments and visit potential and current referral sources.
• Prospect new clients via phone, email, mail, seminars, and marketing programs.
• Maintain CRM records of activity, pipeline, forecasts, and accounts.
• Represent the company positively to clients and community.
• Pursue ongoing education of technical, competitive and sales skills.
• Facilitate onboarding of new business paperwork for Retirement Services.
• Analyze customer needs and refer to appropriate products.
• Attend partner meetings to educate on Retirement Service processes.
• Resolve customer problems or complaints.
• Travel as needed for training and meetings.

Conocimientos

Sales skills

Communication

Educación

Bachelor's Degree

Series 6 License

Series 63 License

SIE

Descripción del empleo

Paychex is seeking a Retirement Services Sales professional in the United States to increase profits and client base by selling 401(k) retirement solutions to both current and prospective clients, with focus on plans over 100 employees. Responsibilities include identifying needs, conducting appointments, prospecting new clients, maintaining CRM data, and ensuring smooth onboarding for new business.

Required qualifications include a Bachelor's Degree, at least 2 years of relevant sales