Paychex

Regional Retirement Wholesaler

Paychex • $100K — $120K *
Long Island City, NY 11101In-Person
Finance & Insurance
5 - 7 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree - Preferred
  • 5 years of experience in Retirement Plan Sales
  • Series 6 license - Required
  • Series 63 license - Required
  • Sales and business acumen - Preferred

Responsibilities

  • Creates growth in 401(k) sales and assets referred from Financial Advisors
  • Functions as a Subject Matter Expert by managing relationships with advisors
  • Collaborates on deal strategy with the Field Sales team
  • Works independently on client acquisition decisions
  • Achieves productivity-based metrics impacting sales quota attainment
  • Attends industry conferences to initiate advisor contact
  • Conducts virtual meetings to support client relationships

Benefits

  • Comprehensive medical coverage and wellness programs
  • Flexible paid time off and work-life balance
  • Award-winning training and development programs
  • Company culture that values diversity and inclusion
  • Paid volunteer time and community initiatives
Full Job Description
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.

    About Paychex

    Paychex, Inc. is a leading provider of integrated human capital management solutions for payroll, benefits, human resources, and insurance services. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Paychex is headquartered in Rochester, New York and has more than 100 locations across the United States and Europe.
    Learn more about Paychex
    Size
    15,000 employees
    Market Cap
    $40.1 billion
    Industry
    Business Services
    Net Income
    $1 billion
    Founded
    1971
    5 Year Trend
    +7.9%
    Revenue
    $3.9 billion
    NASDAQ
    PAYX
    * Ladders Estimates

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