Grant Bakker

About Grant Bakker

Grant is an award-winning national sales leader with over 25 years of achievement in…

Experience

1. Pre Tax Benefit Consultant

   Paychex

   May 1998 — Present · Tulsa, OK, US

   Pre Tax Benefit Sales Representative, HRS Sales DivisionNumber #2 in Sales Class of 30 in 1998Obtained Conference 1st year with Paychex - Circle of Excellence Year #2 - of Excellence Member 17 of 19 yearsNumber #3 Overall in HRS Sales Divison - 20•••30 reps)Increased Sales and Revenue 17 strait years Consistantly Ranked in the top 10% HRS Divison (375 reps)Number 2 all time in HRS Sales DivisionLevel 9 Diamond Club MemberMy primary focus is to consult with CEO\'s, CFO\'s, Presidents and HR Professionals who wish to sponsor Pre Tax Benefits for their employees. Namely either a New Company Retirement Plan or would like to improve upon an existing Retirement plan, or add a Section 125 Flexible Spending Account (FSA) benefit.Paychex serves strictly as the Third Party Recordkeeper to the small, medium and medium large markets. We are the largest, and fastest growing HR and Retirement Provider in the United States.While retirement plans and Section 125 plans (FSAs),are my primary focus, I also consult on other benefits and HR services, including- HR outsourcing with both ASO and PEO service models- Health, life, disability and Worker\'s Compensation Insurance- Payroll services I do welcome the opportunity to partner with Financial Advisors (FAs), Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs). These professionals provide value to our product as they serve to educate the company and employees on the various investment alternative and options. If you are a FAs, RIAs and IARs who focus the majority of your time and efforts working with business owners in the arena of retirement benefits, I would welcome the opportunity to work with you on a reciprocal basis.

Skills

• Proficient in Microsoft Office Suite (Excel, Word, Powerpoint, Outlook)
• Peo
• Selling
• Disability Insurance
• Cold Calling
• Sales Presentations
• Human Resources
• Sales Process
• Retirement Planning
• Small Business
• Employee Benefits
• Customer Retention
• Qualified Retirement Plans
• Retirement
• Strategic Financial Planning
• Erisa
• 401(K) Retirement Savings Plans
• Wealth Management
• Financial Advisory
• Profit Sharing
• Benefits Administration
• Salesforce.com
• Applicant Tracking Systems
• Defined Benefit
• Sales
• 401k
• Investments
• Defined Contribution
• Cobra
• Leadership
• Retirement Plan Consulting
• Human Resource Planning