Sam Rivera
Arlington,VA
Summary
Dynamic professional with extensive experience in the retirement landscape, demonstrated at Paychex through collaboration with business owners and financial advisors to achieve their unique goals. Skilled in tax reduction strategies and talent acquisition, consistently enhancing client businesses while contributing to the growth of the professional network. Proven ability to provide essential tools and strategies for success, ensuring client satisfaction and organizational excellence.
Overview
7
7
years of professional experience
Work History
Paychex Inc
Arlington, VA
09.2017 - Current
- Set sales appointments for my partners as well as myself
- Running sales meetings in the field as well as over Web-ex
- Working with financial advisors in my territory as well CPA's and other centers of influence to source business outside of the base
- Working with internal wholesalers and operations to learn as much about retirement as possible.
- CRM Proficiency
- Converting plans over from ADP, Paylocity, Paycor, Paycom Gusto, Human interest, etc
- Learning how to master the skills needed to run a professional business meeting
- Learning how to work with many different types of businesses from blue collar, government contractors, non-profit organizations, Partnerships, Home Healthcare workers, Restaurants and 1099's
- Helping train and mentor new hires as they come on-board
- Helping with the interviewing process for new hires
- Running team calls that include projections and new sales tactics
- Helping run zone wide calls to help other representatives in the country
- Helping with training representatives in the best ways to one call close in the virtual world
- Sharing my sales process with my team and zone to show what helps me be a successful sales representative
- Helping to promote partnership throughout the company on all levels
- Completing the large market conversion training program
- Completing the Apollo (District Sales Manager) program
- Completing advanced sales training
- Helping to Promote an inclusive team culture for District 14 (Va), District 22 (D.C.), District 30 (MD)
- FY 17'-National Sales Support(Telemarketer only
- ) 1st conference qualification
- Rookie of the year 200% of quota
- Lead generating 283 sales
- FY 18'-Pre-rookie 30 plans sold, $98,750 in revenue, 156% of quota
- FY 19'-Rookie 51 plans sold, $156,000 in revenue, 98% of quota
- FY 20'-Veteran 60 plans sold, $275,000 in revenue, 120% of quota and 2nd conference qualification
- FY 21'-Veteran 63 plans sold, $295,000 in revenue,100% of quota
- FY 22'-Veteran 75 plans sold, $376,000 in revenue, 149.5% of quota
- 3rd conference qualification Circle of excellence & Performance Bonus
- FY 23'-Veteran 64 plans sold, $392,00 in revenue, 135% of quota
- 4th conference qualification
- FY 24'-Veteran 62 plans sold, $461,000 in revenue, 115% of quota
Education
Associate of Arts - Business Administration
Monroe Community College
Rochester, NY01-2011
References
Available upon request.
Timeline
Paychex Inc
09.2017 - Current
Associate of Arts - Business Administration
Monroe Community College
Similar Profiles
Kaushik ParthibanKaushik Parthiban
Tax Operations Analyst at Paychex IncTax Operations Analyst at Paychex Inc
Nicholas FerrandinoNicholas Ferrandino
Director of Sales at Paychex IncDirector of Sales at Paychex Inc
Jalon TwineJalon Twine
HCM Consultant at Paychex IncHCM Consultant at Paychex Inc
Ryan ReinhartRyan Reinhart
Inside Sales Representative - PEO at Paychex IncInside Sales Representative - PEO at Paychex Inc
Daniel S. PoolerDaniel S. Pooler
Server at Various RestaurantsServer at Various Restaurants