Regional Retirement Representative

3 weeks ago

Cleveland Ohio, United States Paychex Full time
Overview:
Increase our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees.

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.

Qualifications:
Bachelor's Degree - Required

2 years of experience in Relevant Sales Experience.

Must be able to obtain Series 6, 63, SIE

Valid Driver's License Required

Compensation:
In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $70,000 to $75,000 annually + commission. Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

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