Regional Retirement Wholesaler

Paychex; New York, Fair Lawn (NY, NJ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Adoption assistance

Paid time off

Job summary

Paychex Retirement Services is seeking an Internal Wholesaler to drive 401(k) sales through relationships with Financial Advisors and Registered Investment Advisors in designated regional markets. You will prospect, partner, and educate advisors to increase referrals and conversions for Paychex retirement products.

The role requires presenting product capabilities, collaborating with Field Sales on strategy, and attending industry events to broaden market presence.

Qualifications

• Bachelor's Degree preferred.
• 5+ years of experience in Retirement Plan Sales.
• Series 6 license required.
• Series 63 license required.
• Sales experience preferred.
• Forecasting experience preferred.
• Business acumen preferred.
• Resourcefulness preferred.
• Strong work ethic preferred.
• Paychex preferred.
• Sales prospecting preferred.
• Salesforce preferred.
• Sales Management preferred.
• Go-to-Market strategy preferred.
• Market share preferred.
• Sales strategy preferred.
• Sales optimization preferred.
• Marketing preferred.
• Customer relationship management preferred.

Responsibilities

• Creates growth in 401(k) sales and assets referred from Financial Advisors and Registered Investment Advisors in the regional market.
• Acts as a Subject Matter Expert to Advisors by prospecting and managing relationships on behalf of the Paychex sales force.
• Collaborates on deal strategy with Field Sales, provides competitive analysis, and assists in pricing decisions.
• Works independently to make client acquisition decisions impacting profitability.
• Attends broker and dealer conferences to drive referrals and initiate advisor contact.
• Conducts virtual meetings with Financial Advisors and Registered Investment Advisors to support relationships.
• Identifies, introduces, and educates advisors on Paychex Retirement Services to increase 401(k) sales and conversions.

Skills

Sales Prospecting

Sales

Forecasting

Business Acumen

Resourcefulness

Strong Work Ethic

Salesforce

Sales Management

Go-to-Market Strategy

Market Share

Sales Strategy

Sales Optimization

Marketing

Customer Relationship Management

Education

Bachelor's Degree - Preferred

Tools

Salesforce

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 sales and market awareness in the Paychex Retirement Services Financial Advisor community. Calls on Financial Advisors and Registered Investment Advisors, including prospecting and identifying new financial advisor partners, to increase 401(k) plan new sales and conversions, and market the full range of Paychex retirement services products with a focus on developing referral relationships in the 401(k) market place.

Responsibilities

• Creates growth in 401(k) sales and assets referred from the Financial Advisors and Registered Investment Advisors community in the regional market for which they are designated Internal Wholesalers.
• Functions as a Subject Matter Experts to the Financial Advisors and Registered Investment Advisors community by prospecting, building, and managing relationships/partnerships on behalf of the Paychex sales force to increase referrals, sales and market awareness.
• Collaborates on deal strategy with Field Sales team, provides competitive analysis, and assists in pricing decisions.
• Works independently to make client acquisition decisions that impact the profitability of the business unit.
• Achieves productivity based metrics that positively impacts Field Sales quota attainment.
• Attends broker and dealer regional and industry conferences to drive product referrals as well as initiate contact with prospective advisors and partners.
• Conducts virtual meetings with Financial Advisors and Registered Investment Advisors with individual independent offices to further support and enhance current relationships.
• Identifies, introduces, and educates financial advisors on Paychex Retirement Services platform to increase 401(k) plan sales and conversions.

Qualifications

• Bachelor's Degree - Preferred
• 5 years of experience in Retirement Plan Sales.
• Series 6 license - Required
• Series 63 license - Required
• Sales - Preferred
• Forecasting - Preferred
• Business Acumen - Preferred
• Resourcefulness - Preferred
• Strong Work Ethic - Preferred
• Paychex - Preferred
• Sales Prospecting - Preferred
• Salesforce - Preferred
• Sales Management - Preferred
• Go-to-Market Strategy - Preferred
• Market Share - Preferred
• Sales Strategy - Preferred
• Sales Optimization - Preferred
• Marketing - Preferred
• Customer Relationship Management - Preferred

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.