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 Responsible for selling and servicing of the Paychex Securities Corporation (PSC) IRA product. Respond to individual inquiries regarding the PSC IRA. Educate and Inform prospective Individuals while enrolling them in a PSC IRA. Sell and service individual insurance policies Life Accident and Health, Property and Casualty related. Responsibilities + Answers all incoming participant calls received through the Individual Services phone queue. Assists individuals in setting up a direct Rollover IRA and Individual Insurance products, answers all questions pertaining to IRA/Insurance regulations and requirements. Explains distribution/claim regulations and tax consequences. Educates individuals regarding mutual funds and investment fundamentals. Ex: A,B,C share classes and mutual fund expenses. + Places outbound calls to individual leads that have received or requested PSC IRA/Individual Insurance paperwork. Encourages the prospect to complete the applications in a timely manner and assists them with any questions. Updates spreadsheets after every call. + Checks Vision website to verify that all clients have been properly enrolled in the PSC IRA. Makes sure share class and dollar amounts are correct. Contacts Money Managers with any discrepancies. Notes any additions or subtractions to the Dealer Account and rectifies any unexplained increases or decreases. + Inspects all incoming PSC IRA/Individual Insurance applications and corrects any mistakes. Contacts clients if they need to change or complete any sections of the applications. Updates spreadsheets and turns in Distribution Election Forms and Applications. + Evaluate call queue statistics to determine performance as well as determining efficient use of the phone to attain the highest level of productivity. + Contact company sponsor, plan administrator or trustee regarding the steps to facilitate the movement of assets and policies out of a terminated plan or business and into Individual Services. + Establishes and maintains a positive working relationship with clients, agencies, and coworkers to promote Paychex’ quality service image. Qualifications + Associate's Degree in Economics, Finance, or related discipline + Bachelor's Degree in Economics, Finance, or related discipline - Preferred + 2 years of experience in Client service or financial planning. + Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required Compensation In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $37,000 - $95,000. This range includes base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. 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.