Drive new business growth by selling Paychex Retirement Services to current and prospective clients. This role focuses on 401(k) conversions and new plans with 100+ employees and is ideal for licensed financial professionals who thrive in consultative sales.
About Paychex
Since 1971, Paychex has helped businesses streamline payroll, HR, and benefits with award-winning technology and advisory support. The company is known for industry-leading training, inclusive culture, and long-term career development. Employees enjoy strong leadership support, continuous learning, and a people-first work environment.
Schedule
- Full-time
- Fully remote (occasional travel for meetings, training, or conferences)
Responsibilities
- Use Paychex’s Go-to-Market Strategy to uncover client needs and present retirement solutions
- Meet with prospects and referral partners (in person or virtually) to drive new 401(k) business
- Prospect via phone, email, seminars, client visits, and local marketing efforts
- Maintain pipeline, forecasts, and account data in the CRM system
- Provide a strong professional presence to clients and community partners
- Stay current on technical product knowledge, competition, and sales skills
- Ensure smooth onboarding through accurate paperwork and adherence to procedures
- Refer products appropriately when outside your scope
- Support partner meetings and educate teams on retirement service offerings
- Resolve client concerns promptly to support retention and satisfaction
Requirements
- Bachelor’s degree (required)
- 2 years of relevant sales experience
- Active Series 6 license (required)
- Active Series 63 license (required)
- SIE certification (required)
Benefits & Compensation
- Base pay range: $70,000 to $86,000
(Total compensation may exceed this range depending on commission, experience, and geography.) - Comprehensive medical, dental, and vision options
- Tuition reimbursement
- 401(k) with employer match
- Adoption assistance and financial wellness benefits
- PTO, holidays, culture days, and work-life balance programs
- Employee wellness tools and virtual classes
- Extensive training and professional development
This role is ideal for someone who understands retirement plans, excels in relationship-driven sales, and wants a career path with stability and growth.
Happy Hunting,
~Two Chicks…