Tyler McMillen
Client Relationship Specialist
Myrtle Beach,SC
Summary
Dynamic client relationship professional with extensive expertise in 401(k) plan design and a proven track record of cultivating strong partnerships. Proficient in crafting tailored client strategies, navigating complex regulatory landscapes, and driving client retention and account growth through analytical insights that enhance overall outcomes. Committed to fostering team collaboration and demonstrating adaptability to meet evolving client needs. Recognized for a reliable, results-oriented approach that consistently achieves and exceeds client objectives.
Overview
21
21
years of professional experience
3
3
Certifications
Work History
401k | Retirement Plan Consultant - Direct Sales
Paychex Inc
10.2024 - Current
- Prospect and Sell Inside Client Base- 401k.
- Set 10-15 appointments weekly for next week.
- Present/close 2-3 new 401k accounts weekly.
- Coordinate with internal partners to help them sell.
- Partner with Financial Advisors and Paychex Internal Wholesale to achieve referral metrics.
- Conduct education/enrollment meetings for newly sold plans.
- Help internal Paychex HR Solutions partners close deals as needed.
- Refer HR/PEO opportunities back to internal sales teams.
401k | Advisor Relationships | Partnerships
ADP
09.2023 - 10.2024
- Retirement Plan Specialist/Relationship Manager
- Prospected daily to cold call new plans, plans in the client base, and plans from advisors.
- 10+ End user/Executive overviews weekly.
- Performed in excess of YTD quota
401k | Relationship Manager | Financial Advisor/CPA/Accountant Focus
Guideline
09.2022 - 10.2023
- Relationship Manager
- Prospected new advisors for the Guideline program.
- Conducted 15+ presentations weekly with combination of prospective plan signers and referral partners.
- Presented the Guideline program to referral partners to gain acceptance/agreement in order to add them to the Guideline book of referral partner business.
- Followed up on presentations in order to make sure new referral partners committed to the Guideline partnership.
- Maintained/grew existing partner relationships.
- Assisted referral partners with new plan invites.
- Helped referral partners close deals in non-direct selling.
- Direct sold/closed 401k plans as needed with plan prospects on behalf of referral partners.
- Small | Mid | Large Market 401k plan direct sales.
- 401k plan design consulting.
- Conversions- partnered with internal ERISA team to analyze/map prior 401k features to Guideline plan specs.
- Developed/managed various email marketing campaigns coordinated with marketing team and compliance team.
- Attended required trade shows as needed to gather leads for new referral partners for Guideline.
- National
- Met/exceeded quota each quarter
- 300+ 401k plans sold.
- Increased number of active referral partners 42% growth over original assigned business book 09/2022-present
- First Guideline Relationship Manager to implement/succeed with outbound approach to referral partner growth
- Developed partnership with outbound sales development team in order to teach them how to prospect outbound for new partnership appointments.
- 52% closing rate 2023
401k | SAAS Account Executive | Direct Sales
Human Interest
08.2021 - 09.2022
- Account Executive
- Collaborated with internal territory partners.
- Prospected daily from provided warm/cold leads to set 10+ appointments weekly.
- Conducted 10+ presentations weekly with goal to one call close 5+ plans weekly.
- Plan design consulting.
- Coordinated with internal proposal desk team to close Financial Advisor plans.
- Small | Mid | Large Market 401k plans.
- Conversions plans. Partnered with internal ERISA team to develop/present side by side comparisons to close/sell plans for conversion to Human Interest platform. Analyzed 408 (B2) and Recordkeeping fee disclosures.
- Midwest Region
- 110% to plan 8/2/2021-8/2/2022
- 200+ 401k plans sold 8/2-2021-8/2/2022
- Players club achievement award 8 of 10 months (20+ plans)
- 100k+month revenue club twice
- Opened completely new/cold market
401k | Retirement Consultant - Direct Sales
Paychex Inc
02.2019 - 08.2022
- Prospect and Sell Inside Client Base- 401k.
- Set 10-15 appointments weekly for next week.
- Present/close 2-3 new 401k accounts weekly.
- Coordinate with internal partners to help them sell.
- Partner with Financial Advisors and Paychex Internal Wholesale to achieve referral metrics.
- Conduct education/enrollment meetings for newly sold plans.
- Help internal Paychex HR Solutions partners close deals as needed.
- Refer HR/PEO opportunities back to internal sales teams.
- Rookie of the year (Zone 5) fiscal year 2020
- Top 40 (top 15%) company performance fiscal year 2020- (of over 300 reps)
- Conference qualifier fiscal year 2020
- Circle of Excellence designation fiscal 2020 (rare first year achievement)
- Top 40 (top 12%) company performance fiscal year 2021- (of over 300 reps)
- Top 5 finish Zone 5 fiscal year 2021
- Conference qualifier fiscal year 2021
- Circle of Excellence designation fiscal 2021
- Diamond Club 5 level achievement December 2020
- Nominated for 401k rep leadership council 6/21
CPA Relationship Channel Focus: Payroll, H.R.
Paychex Inc
05.2014 - 02.2019
- CPA Relationship Management
- Developed and nurture CPA marketing channel to obtain and grow a mutually beneficial referral relationship.
- Delivered industry specific information for discussion weekly.
- Conducted CPE seminars to enable CPAs to receive continuing education credits
- Maintained mutual client accounts to the highest standards for referred CPA clients
- Provided high level of expertise information as requested by CPAs
- Generated 100% of revenue annually from CPA channel- with other related referral sources
- Grew CPA Channel referrals and number of referring CPAs each year
- Delivered group trainings as required
- Mentored/Trained new reps on CPA channel skills as required
- Develop local service solutions customized to individual accounting firm needs.
- Located/discovered new accounting firms previously undocumented in the metro
- Achieved 100% of revenue annually from CPA channel. Company standard at 32%
- Only representative in the metro to grow CPA channel every year in territory.
- Highest percentage of business from the CPA channel in the metro Denver area
- Promoted Spring of 2014 to CPA Channel Business Development Executive- Southern Colorado
- Developed the largest book of CPA referred business in Denver Paychex history
- Generated revenue/ Responsible for/achieved over 20% of CPA referrals and referring CPAS of the entire Denver Metro Paychex over last three years.
- Identified, developed, negotiated, closed, project managed 100 account acquisition from a prominent accounting firm in the Denver Metro area
- Achieved Circle of Excellence 2017 (top 15% of company, supporting proof) top 15%
- Top 25% of Company (Revenue) 2014, 2015, 2016
- Top 20% of Company (Units/new clients) 2014, 2015, 2016, 2017
- Top 10 Zone performance (Revenue) 2014, 2015, 2016, 2017
- Top 5 Zone new client producer (Unit) 2014, 2015, 2016, 2017
- Diamond Club level 4 1000 new clients 2016
- Over 1150 new clients set up current roll to date.
- Nominated for/Completed APOLLO management training 2018
Outside Employer Consultant Payroll, H.R.
Paychex Inc
05.2008 - 05.2014
- Business to business employer consulting for human capital management related outsourcing services
- Develop CPA marketing channel to obtain and grow a mutually beneficial referral relationship
- - Deliver industry specific information for discussion weekly
- - Teaching CPE seminars to enable CPAs to receive continuing education credits
- - Maintaining mutual client accounts to the highest standards for referred CPA clients
- - Giving high level of expertise information as requested by CPAs
- - Receiving 50% of revenue annually from CPA channel. Company standard at 32%
- - Only representative in the metro to grow CPA channel every year in territory.
- - Highest percentage of business from the CPA channel in the metro
- Develop Bank marketing channel to obtain and grow a mutually beneficial referral relationship
- - Partnering with business bankers to mutually grow client bases
- - Offering start up business seminars to new business owners
- - Developing reward programs for referring bankers
- - Adding value to banks who do not offer payroll
- - Recognized as an office leader for growing business within non –corporate partnered banks.
- - Highest percentage of business of any representative in the office from a single bank
- Develop Client Marketing Channel
- - Building networking opportunities in business to business through client base
- - Upgrading clients to additional services
- - Trouble shooting client issues
- - Obtaining referrals and testimonials through client base
- - Receiving 25% of business through client referral.
- - Adding 10% of annual revenue from upgrades
- Obtain appointments from inbound internet leads and convert to sales
- - Highest metro percentage at over 60%
- Independent prospecting to present to 10 or more prospective clients a week
- - Telemarketing independently daily from referred leads
- - Thoroughly analyzing employer needs
- - Presenting options at a value proposition
- - Uncovering additional referral opportunities inside Paychex
- - Negotiating and closing business
- - Maintaining a 30% close ratio (company v standard is 27%)
- - Obtaining over 30% of revenue from referring division partners for high end services
- Denver, CO
- Achieve goals as set by regional management (Paychex continued)
- - Invited to Elevation conference Orlando 2009 for exceeding quota at 110%. For rookie year
- - Exceeded quota 2010,2011, 2012,2013
- - Achieved Diamond Club Level 1 for 200 new accounts to career 2010
- - Achieved Diamond Club Level 2 for 400 new accounts to career 2012
- - Achieved Diamond Club Level 3 for 750 new accounts to career 2014
- - Invited to Tier 6 Advanced Sales Training Summer 2012
- Achieved Leadership Conference Hawaii 2012 (top 20% of company, supporting proof)
- First representative to go to Leadership Conference from territory since formation
- (3 reps failed before)-
- Finishing 2013 25% of company (stats to prove)
- Promoted Spring of 2014 to CPA Channel Business Development Executive- Southern Colorado
- Newly responsible for developing relationships with accounting firms in expanding markets.
Outside Account Representative
Paycom
02.2008 - 11.2008
- Business to business sales of payroll and human resources services
- Performed at full quota achievement.
- Recruited to Paychex 3/08
Outside Account Representative
Yellow Book USA
09.2005 - 11.2007
- Business to business sales of print and internet advertising products within a yearly deadline cycle
- Recognized and developed renewal and growth opportunities within assigned accounts. Client relationship growth year to year.
- Devised effective media programs that foster the growth of client businesses
- Designed compelling ads that generate a profitable call response for client businesses
- Completed extensive client needs assessments
- Delivered complete media proposals and presentations based on client needs.
- Justified proposals with a computed return on investment analysis
- Planned and executed territory canvassing
- Effectively managed time within territory to thoroughly cover all potential businesses while maintaining a balanced approach to assigned account requirements
- Implemented territory plans with little or no supervision on day to day/week to week basis.
- Prospecting and lead generation
- - Extensively cultivated territory through telephone and walk-in prospecting methods
- - Generated home-based business leads through various creative techniques
- Successfully followed-up, scheduled, and closed new business leads.
- Ranked within the top four reps in the office for new business sales during both the first and second quarters of 2007.
- Total account management
- Accurately completed paperwork
- Followed-up on and completed any necessary client proof changes
- Corrected any billing issues and kept accounts current through continual accounts receivable collection.
- Promoted solid client relationships through regular non-sales related contact
- Opened and managed any necessary customer claims.
- Achieved established goals for assigned directories within set deadlines
- Attained objectives through a balanced combination of account growth/renewal, new business sales and total account management.
- Renewed existing accounts with a net gain
- Exceeded account net gain requirements for 2005 and 2006 at above 12% net gain.
- Exceeded account renewal requirements for 2005 and 2006 at above 68% renewal.
- Maintained pacing at above annual objectives for net gain and renewal for 2007
Education
Bachelor of Science - Business Administration
UNIVERSITY OF NEVADA, Las Vegas
Las Vegas, NVInternal Certification -
PAYCHEX INITIAL TAX TRAINING
Rochester, NY 05.2001 -
undefined
PAYCHEX 401K TRAINING
Rochester, NYSkills
Strong interpersonal abilities
Effective problem resolution
Effective negotiation strategies
In-depth product knowledge
CRM software expertise
Organizational skills
Data analysis proficiency
Analytical problem-solving
Innovative thought leadership
Effective relationship management
Professional networking
Effective personal leadership
Certification
FINRA SIE
Timeline
401k | Retirement Plan Consultant - Direct Sales
Paychex Inc
10.2024 - Current
FINRA Series 6
10-2023
FINRA Series 63
10-2023
FINRA SIE
09-2023
401k | Advisor Relationships | Partnerships
ADP
09.2023 - 10.2024
401k | Relationship Manager | Financial Advisor/CPA/Accountant Focus
Guideline
09.2022 - 10.2023
401k | SAAS Account Executive | Direct Sales
Human Interest
08.2021 - 09.2022
401k | Retirement Consultant - Direct Sales
Paychex Inc
02.2019 - 08.2022
CPA Relationship Channel Focus: Payroll, H.R.
Paychex Inc
05.2014 - 02.2019
Outside Employer Consultant Payroll, H.R.
Paychex Inc
05.2008 - 05.2014
Outside Account Representative
Paycom
02.2008 - 11.2008
Outside Account Representative
Yellow Book USA
09.2005 - 11.2007
Internal Certification -
PAYCHEX INITIAL TAX TRAINING
05.2001 -
undefined
PAYCHEX 401K TRAINING
Bachelor of Science - Business Administration
UNIVERSITY OF NEVADA, Las Vegas