Paychex · 19 hours ago
Regional Retirement Representative
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $75K/yr
2+ years expPaychex is a leader in simplifying HR, payroll, and benefits for American businesses. The Regional Retirement Representative is responsible for increasing company profits and client base by selling Paychex Retirement Services, focusing on the 401(k) conversion space and new plans with over 100 employees.
AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware
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
Attend partner meetings to educate on Retirement Service’s processes and solutions
Expediting the resolution of customer problems or complaints
May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area Zone meetings
Qualification
Required
Bachelor's Degree - Required
2 years of experience in Relevant Sales Experience
Series 6 License - Required
Series 63 License - Required
SIE - Required
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
Paychex
Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$4.2B2025-04-08Post Ipo Debt· $4.2B
1983-08-29IPO
Leadership Team
John Gibson
President and Chief Executive Officer
Robert L. Schrader
Senior Vice President and Chief Financial Officer
Recent News
2026-01-20
Rochester Business Journal
2026-01-20
Small Business Trends
2026-01-16
Company data provided by crunchbase