Remote Retirement Services Sales Specialist

Paychex; United States; Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401(k) match

Tuition reimbursement

Adoption assistance

Paid time off

Work-life balance

Job summary

Paychex is seeking a Retirement Services Sales professional to convert 401(k) plans and expand the client base, with a primary focus on plans over 100 employees. The role involves pursuing customers via in-person or virtual interactions, scheduling meetings, and expanding referrals while maintaining CRM records.

The position offers a base salary of $70,000–$75,000 with commission, and a broad rewards package. Travel may be required within the US for conferences and training.

Qualifications

• Diploma required.
• 2 years of experience in relevant sales experience.
• Series 6 License required.
• Series 63 License required.
• SIE required.

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.

Education

Diploma

Series 6 License

Series 63 License

SIE

Job description

Paychex is seeking a Retirement Services Sales professional to convert 401(k) plans and expand the client base, with a primary focus on plans over 100 employees. The role involves pursuing customers via in-person or virtual interactions, scheduling meetings, and expanding referrals while maintaining CRM records.

The position offers a base salary of $70,000–$75,000 with commission, and a broad rewards package. Travel may be required within the US for conferences and training.