Responsible for lead generation, client presentations, and sales of Paychex’ retirement plan service products to prospects with 50+ employees or $500,000 + in assets within and outside of the current client base. Achieve revenue goals through strategic partner relationships with financial advisors, wholesalers, CPAs and internal partners.Licensed: Series 6 and Series 63

Sales Representative – Human Resources Services Responsible for a monthly new business quota executed by a quarterly business plan. Identifies opportunities and sets appointments with existing clients in a geographical territory Designs start-up 401(k) retirement plans and Flexible Spending Accounts Conversion of existing 401(k) plans from competitive platforms  Conducts seminars to help influence and educate clients, prospects and their trusted advisors. Partners with other business divisions within Paychex to deliver a top-down customer solution.

Business Development / Web-based Public Relations Software Identifies opportunities and sets appointments with potential clients in a geographical territory Qualifies in-bound leads and direct from web-site inquiries Coordinates and conducts web-based demonstrations with key influencers and ultimate decision-makers Identify both short and long-term business needs and couples them with solutions meant to engage, monitor and analyze media coverage Proposal generation, negotiation and closing of business Facilitates transition to client services, implementation and training staff

Financial Advisor Meets with clients to assess their ongoing financial needs Develops a customized financial plan to address each client’s outlined goalsDeepens relationship by providing ongoing consultation and support Advisor CoachMentors junior advisors - develops and implements a business plan to help them successfully transition from new hire to level one advisor

Professional Employer Organization Strategically locates prospects, identifies opportunities and conceptually engages business owners, senior management teams and board members. Conducts seminars and participates in marketing efforts open to the public Analyses business processes and ties human capital strategy to the prospects expense control and revenue generation strategies Facilitates the transition from sales to client orientation and open enrollment processes Established and maintained excellent customer relations resulting in 100% renewal and retention of base Develops a “Board of Directors” or “Centers of Influence” which can act as resources to and sources of new customers

 Uncover prospects and opportunities by engaging business owners, senior management teams and board members. Utilizes business acumen and consultative sales techniques to present compelling solutions Responsible for the smooth transition from sales to client orientation and open enrollment processes Maintains relationship between the service provider and it’s clientele  Develops a “Board of Directors” or “Centers of Influence” which can act as resources to and sources of new customers

 Met and exceeded personal monthly quota objectives by cultivating profitable business within newly acquired and assigned accounts  Pinpoint prospects, identify opportunities and strategically engage senior executive-level decision makers  Uncover co-marketing opportunities with Ceridian partners and between business units to cross-sell new and existing accounts Create and deliver opportunity-specific, value-based messages that clearly differentiate Served as liaison between Systems Consultants, Implementation and Client Services Departments to ensure successful post sales transitions