[Remote] Regional Retirement Wholesaler

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Note: The job is a remote job and is open to candidates in USA. Paychex is a leader in simplifying HR, payroll, and benefits for American businesses since 1971. The Regional Retirement Wholesaler will focus on increasing sales and market awareness within the Financial Advisor community, building relationships to enhance the referral of 401(k) plans and services.


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

Skills

  • 5 years of experience in Retirement Plan Sales
  • Series 6 license - Required
  • Series 63 license - Required
  • Business To Business - Required
  • Cold Calling - Required
  • Presentations - Required
  • Customer Relationship Management - Required
  • Sales Prospecting - Required
  • Bachelor's Degree - Preferred

Benefits

  • Medical coverage
  • Virtual wellness classes
  • Tuition reimbursement
  • 401(k) + employer match
  • Adoption assistance
  • Financial assistance
  • Paid time off
  • Company holidays
  • Culture days
  • Comprehensive work-life balance programs
  • Ongoing learning opportunities
  • Paid time off for volunteerism

Company Overview

  • Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll. It was founded in 1971, and is headquartered in Rochester, New York, USA, with a workforce of 10001+ employees. Its website is https://www.paychex.com/.

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