[Remote] Regional Retirement Wholesaler
Note: The job is a remote job and is open to candidates in USA. Paychex is hiring a Regional Retirement Wholesaler to grow 401(k) sales and referrals through relationships with Financial Advisors and Registered Investment Advisors. The role promotes Paychex Retirement Services products, supports sales strategy, and builds referral partnerships across the regional market.
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
- Series 63 license
- 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
Benefits
- For full-time employees: medical coverage, virtual wellness classes, tuition reimbursement, 401(k) with employer match, adoption assistance, and financial assistance.
- For full-time employees: paid time off, company holidays, culture days, and work-life balance programs.
- For full-time employees: award-winning training and development programs and ongoing learning opportunities.
- For full-time employees: paid time off for volunteerism and company-wide and local initiatives benefiting organizations employees care about.
Company Overview
