Regional Retirement Services Sales Expert

Paychex; 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.

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.

Skills

Sales Experience

Client Relationship Management

Needs Analysis

Problem-Solving

Education

Bachelor's Degree

Job description

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.