Regional Retirement Wholesaler

Paychex•Fair Lawn, NJ

6d•Remote

About The Position

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected 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.

Requirements

5 years of experience in Retirement Plan Sales.
Series 6 license - Required
Series 63 license - Required

Nice To Haves

Bachelor's Degree
Sales
Forecasting
Business Acumen
Resourcefulness
Strong Work Ethic
Paychex
Sales Prospecting
Salesforce
Sales Management
Go-to-Market Strategy
Market Share
Sales Strategy
Sales Optimization
Marketing
Customer Relationship Management

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.