Robert McLane

Regional Retirement Sales Representative @Paychex

Phoenix, AZ, US
EMAILS
r••••••@paychex.com
MOBILE NUMBERS
+14•••••••11

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WORK HISTORY

Jun 2021 — Present

Regional Retirement Sales Representative @Paychex

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Phoenix, AZ, US

EDUCATION

N/A

Arizona State University

Bachelor of Arts (B.A.)

SKILLS

Retirement PlanningEtfsRetirementIrasSeries 65401(K) Retirement Savings PlansWealth ManagementSeries 63InvestmentsAsset AllocationMutual FundsSalesFinancial AdvisoryVariable AnnuitiesSeries 6Series 24401kEmployee BenefitsSeries 7Fixed AnnuitiesInvestment AdvisorySecurities

ABOUT ROBERT MCLANE

My goal is to help America’s businesses prepare their valued employees for a dignified retirement. At Paychex Retirement Services, I am committed to delivering unbiased, quality retirement solutions, paired with exceptional service to ensure plans run smoothly. I will help you start a 401(k) plan, or switch a current retirement plan to Paychex – the country’s top 401(k) recordkeeper for the last 10 years!(PLANSPONSOR magazine 2019).Paychex is the leading provider of payroll, retirement and HR services in the United States, paying 1 out of every 12 American private sector employees. Publicly traded on the NASDAQ exchange, Paychex has 100+ U.S. locations with more than employees servicing our clients, and 1.5 million outsourced worksite employees. In addition to payroll and HR solutions, Paychex is a top-25 insurance provider in the United States, providing a unique and valuable combination to business owners.

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