Manager, Regional Retirement
Paychex
Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
Overview
Manages the Paychex Retirement Services sales organization to increase client base through the implementation of specifically approved sales and marketing programs.
Responsibilities
+ Manages a team of sales representatives to ensure they are achieving or exceeding established revenue quotas.
+ Recruits, selects, hires and evaluates performance of personnel to ensure all department needs are handled appropriately. Counsels and develops staff for personal and corporate advancement through career development, training programs and other resources as required for professional advancement.
+ Ensures team is in compliance with the regulatory agency rules, company policies and procedures and Company’s standards of conduct are being met.
+ Prepares the capital and operating budgets for the cost center(s) and analyzes interdepartmental reports as they relate to the cost center(s). Achieves cost center projections through labor expense and administrative expense controls.
+ Cultivates and develops, through the sales staff, a referral network among the Financial Advisor and Retirement Investment Advisor communities.
+ Represents Paychex at the local and regional Broker Dealer / Defined Contribution Investment Only events to build relationships and promote large market services.
+ Reviews and audits weekly activity, commission and expense reports to ensure accuracy of information.
+ Works with internal partners to develop mutual objectives and solve problems in order to meet client expectations.
Qualifications
+ Bachelor's Degree - Preferred
+ 3 years of experience in Successful Retirement Plan Service sales 401(k) plan experience.
+ Series 6 license Series 63
Live the Paychex Values
+ Act with uncompromising integrity.
+ Provide outstanding service and build trusted relationships.
+ Drive innovation in our products and services and continually improve our processes.
+ Work in partnership and support each other.
+ Be personally accountable and deliver on commitments.
+ Treat each other with respect and dignity.
What's in it for you?
+ We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
+ We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
+ We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
+ We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
+ We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.
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