Sarah Morrison
Strategic Account 401(K) Retirement Sales @Oasis
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WORK HISTORY
Strategic Account 401(K) Retirement Sales @Oasis
As a Strategic Account Representative in 401(k) Retirement Sales, I work exclusively with a portfolio of assigned brands to bring tailored retirement solutions to both current Paychex clients and non-Paychex franchisees. I specialize in helping businesses establish and optimize their 401(k) plans by leading them through plan design, onboarding, payroll integration, and available tax credits.My role is highly collaborative—I partner closely with colleagues across payroll, onboarding, and compliance to ensure a smooth and strategic setup for every client. From cold calling and setting appointments to running consultative meetings and creating long-term value, I am committed to making retirement planning approachable, compliant, and beneficial for business owners.I genuinely love what I do and take pride in delivering excellent service and results. I\'m on track to be a top performer, and every day I’m motivated by the opportunity to make a real impact for the businesses I serve.
EDUCATION
Oklahoma Wesleyan University
Bachelor of Science
University of Kansas
Photo Media
SKILLS
ABOUT SARAH MORRISON
For the past ten years, I have been in roles that require a commitment to effective communication, sales acumen, ability to connect with business owners and C-Level Executives of Fortune 500 companies alike. I\'m resourceful & able to roll-with-the-punches in a fast-paced environment. I have an immeasurable drive to succeed in helping others and businesses. Let\'s do this!
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