Selling Paychex Retirement services 401(k) to larger clients,
concentrating on plans with 50 or more employees. Partnering with
Paychex Sales Organizations, Financial Advisors, Retirement Investment
Advisors, and Retirement Plan Wholesalers to identify clients outside of
Paychex who will utilize the Paychex Retirement Services products.
- Prospects to plans with 50 employees or more within Core, Core
advance and MMS client base, including conversions from other Record
keeper's platforms as well as those not currently utilizing the
Paychex Payroll services to seek new clients and referral sources.
- Prospects, builds and manages relationships and/or partnerships with
Financial Advisors and Retirement Investment Advisors in assigned
territory in conjunction with Retirement Plan Wholesaler to ensure
client satisfaction and secure referrals.
- Presents products and services to businesses from leads generated by
Retirement Plan Wholesalers activities or in support of advisor
partners in order to close the sale and grow the 401(k) market
outside of the payroll base.
- Partners with Retirement Plan Wholesaler to develop and manage
regional strategies to develop and maximize relationships in the
financial services community to enhance Paychex reputation and
general awareness of our products and capabilities.
- Makes C-level presentations to businesses with minimum of 50
employees and/or $1.0 million in assets to increase 401(k) sales.
- Provides consultative plan design and product selection in
accordance with plan needs to sell client the best products and
services that will meet their needs.
- Assists internal Paychex partners with large asset conversion plans
as directed by the National Director of Retirement Sales to ensure a
smooth on-boarding experience for the client.
- Completes and submits accurate new business paperwork and expense
reports by agreed upon dates set by Sales management to ensure
timely processing. Enters prospects, sales and client notes into
Salesforce.com to ensure seamless selling and service to
Paychex clients.
- Expedites the resolution of client problems or complaints to ensure
client satisfaction and retention.