Benjamin Forbes

Examiner
DISC Type : sc

Director, Retirement Market Strategy at Paychex

Fairport, New York, United States

Overview

Benjamin Forbes is the Director of Retirement Market Strategy at Paychex, where he has been instrumental in growing the retirement business from 9, 000 to over 124, 000 clients. He specializes in new product launches, M&A, and technology integration, holding a Lean Six Sigma certification. Colleagues describe him as an intuitive leader with superior problem-solving skills.

Benjamin is passionate about helping others overcome learning difficulties, a skill he developed as a mathematics tutor at St. John Fisher University. He values creating a comfortable and positive environment to help people learn and still actively uses the coaching skills he gained from that experience in his work today.

He has helped manage and trade retirement plan funds totaling over $40 billion.

Personality Overview

Process Oriented

Tough To Convince

Unexpressive

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Retirement Product Strategy
His role focuses on providing the vision and driving growth for Paychex's retirement products to best serve customers and partners.
New Product Launches
Lists new product launches as a key specialty and recently shared an AI-driven innovation for financial advisors that his team launched.
Mergers & Acquisitions
Identifies M&A as a specialty, with a recommendation noting his experience acquiring and absorbing new businesses is "unparalleled. "

Media Appearances

Benjamin has no verified media appearances

Work History

6-2025
Director, Retirement Market Strategy at Paychex
1-2023 - 6-2025
Senior Manager, IT Internal Audit at Paychex
4-2016 - 1-2023
Senior Manager, Retirement at Paychex
10-1995 - 5-1999
Mathematics Tutor at St. John Fisher College

Education

1995 - 1999
Bachelor of Arts from St. John Fisher University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Fairport, New York, United States Job Level : Mid-senior Designation : Director, Retirement Market Strategy at Paychex
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Insights For Selling To Benjamin

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Benjamin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Benjamin

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Benjamin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Benjamin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Benjamin

Personality Compatibility


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