Regional Retirement Wholesaler

Paychex•Fair Lawn, NJ

About The Position

The Regional Retirement Wholesaler increases sales and market awareness for Paychex Retirement Services among Financial Advisors and Registered Investment Advisors in an assigned regional market. The role prospects for and develops new advisor partners and referral relationships to increase 401(k) plan sales and conversions, while promoting the full range of Paychex retirement services products. The wholesaler serves as a subject matter expert, supports the Paychex sales force, and works with Field Sales on deal strategy, competitive analysis, and pricing decisions. The position independently makes client-acquisition decisions that affect business-unit profitability and attends advisor and industry events as well as virtual meetings to develop and support relationships.

Requirements

Five years of experience in Retirement Plan Sales.
Series 6 license required.
Series 63 license required.

Nice To Haves

Bachelor's degree preferred.
Sales experience or skills preferred.
Forecasting preferred.
Business acumen preferred.
Resourcefulness preferred.
Strong work ethic preferred.
Paychex experience preferred.
Sales prospecting preferred.
Salesforce experience preferred.
Sales management preferred.
Go-to-market strategy preferred.
Market share experience preferred.
Sales strategy preferred.
Sales optimization preferred.
Marketing experience preferred.
Customer relationship management preferred.

Responsibilities

Grow 401(k) sales and assets referred by Financial Advisors and Registered Investment Advisors in the assigned regional market.
Prospect, build, and manage relationships and partnerships with Financial Advisors and Registered Investment Advisors to increase referrals, sales, and market awareness.
Collaborate with the Field Sales team on deal strategy, competitive analysis, and pricing decisions.
Make independent client-acquisition decisions that affect business-unit profitability.
Meet productivity-based metrics that support Field Sales quota attainment.
Attend broker and dealer regional and industry conferences to drive product referrals and initiate contact with prospective advisors and partners.
Conduct virtual meetings with Financial Advisors and Registered Investment Advisors at individual independent offices to support and enhance current relationships.
Introduce and educate financial advisors about the Paychex Retirement Services platform to increase 401(k) plan sales and conversions.