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Paychex · 1 day ago

Regional Retirement Wholesaler

United States

Full-time

Remote

Mid, Senior Level

$55K/yr - $70K/yr

5+ years exp

Paychex has been a leader in simplifying HR, payroll, and benefits for American businesses since 1971. The Regional Retirement Wholesaler role focuses on increasing sales and market awareness in the Retirement Services Financial Advisor community by building relationships and driving 401(k) plan sales and conversions.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

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

Qualification

Retirement Plan SalesSeries 6 licenseSeries 63 licenseBusiness To BusinessCold CallingCustomer Relationship ManagementPresentationsSales ProspectingSelf-Motivation