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Overview
Increase our company profits and client base by selling Paychex Retirement Services to current and prospective clients. Primary focus of this position is in the 401(k) conversion space and new plans with over 100 employees.
Responsibilities Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Retirement solution to key stakeholders and decision makers in accordance with the client’s preference of in person or virtual interaction to increase revenue and market share.
Scheduling appointments and visiting potential and current referral sources to secure referrals to prospective clients. Prospecting for new clients utilizing the telephone, email, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.
Maintain accurate and up-to-date records of activity, pipeline, forecasts, and client account information, within the company CRM.
Projecting a positive image in representing the Corporation to clients and the community. Ongoing education of technical, competitive and sales skills knowledge.
Competency is measured by the successful attainment of objectives and performance within the Retirement Service Sales Division.
Ensure a smooth onboarding transition onto the Retirement Services platform by completing and submitting accurate new business paperwork and following onboarding policies and procedures.
Analyzing the customer needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and / or area Zone meetings.
Qualifications Bachelor's Degree - Required 2 years of experience in Relevant Sales Experience. Must currently have or be able to obtain Series 6 and 63 license Valid Driver's License Required
Last updated : 2024-07-15
Full Time
Business Services
$107k-144k (estimate)
07/17/2024
08/09/2024
paychex.com
ROCHESTER, NY
7,500 - 15,000
1971
Public
MARTIN MUCCI
$3B - $5B
Business Services
Paychex provides payroll, human resource and benefits outsourcing solutions for a businesses.
The job skills required for Regional representative include Prospecting, etc. Having related job skills and expertise will give you an advantage when applying to be a Regional representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Regional representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Regional representative positions, which can be used as a reference in future career path planning. As a Regional representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Regional representative. You can explore the career advancement for a Regional representative below and select your interested title to get hiring information.