The Role
Overview
Assists the H&B sales force by being an essential sales partner to the territory agent during the initial sales effort. The Sales Development Associate will perform many of the pre-sales functions as well as many aspects and duties during the sales process that are inherent in the sale and installation of group insurance plans.
Responsibilities
- Assists the territory sales agent and the branch in attainment of the insurance sales revenue goals.
- Aids the territory agent by conducting client enrollment meetings.
- Facilitates Educational CPE and Sales Seminars for prospective clients and CPAs.
- Aids territory agents by answering client inquiries and questions of all nature associated with the sale.
- Conducts calls to prospective clients to gather information utilized by sales agents during the sales process.
- Assembles Pre-Appointment Workup and gathering data to aid territory agents. Completing Client Profile, which includes-Pulling Census, Payroll Journals, Coverage and Additional Products.
- Assembles Sales Literature for distribution to prospective clients.
- Assembles Sales Literature for distribution to prospective clients.
- Assembles Enrollment Kits for the conduct of client enrollment meetings.
- Aids territory agents by facilitating, overseeing and preparing quotes to prospective clients.
- Follows up on Missing Information/Items such as: Missing paperwork Missing employee information Assist with Cobra set up Scrub applications
- Develops and executes e-marketing campaigns at the branch level to support district sales goals.
- Works alongside the sales agent on-site gathering information during the sales process to assist the sales agent.
- Performs Web Portal software demonstrations at client locations to aide in the sales process.
- Presents sales quotes to prospective clients when applicable to obtain commitment on plan selections.
- Joins the territory agent on closing sales presentations as needed.
Qualifications
- Bachelor's Degree - Preferred
- 1 year of experience in Carrier or insurance industry.
- Sales or account management experience.
- Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $17.00 to $26.59 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Responsibilities
- Assists the territory sales agent and the branch in attainment of the insurance sales revenue goals.
- Aids the territory agent by conducting client enrollment meetings.
- Facilitates Educational CPE and Sales Seminars for prospective clients and CPAs.
- Aids territory agents by answering client inquiries and questions of all nature associated with the sale.
- Conducts calls to prospective clients to gather information utilized by sales agents during the sales process.
- Assembles Pre-Appointment Workup and gathering data to aid territory agents. Completing Client Profile, which includes-Pulling Census, Payroll Journals, Coverage and Additional Products.
- Assembles Sales Literature for distribution to prospective clients.
- Assembles Sales Literature for distribution to prospective clients.
- Assembles Enrollment Kits for the conduct of client enrollment meetings.
- Aids territory agents by facilitating, overseeing and preparing quotes to prospective clients.
- Follows up on Missing Information/Items such as: Missing paperwork Missing employee information Assist with Cobra set up Scrub applications
- Develops and executes e-marketing campaigns at the branch level to support district sales goals.
- Works alongside the sales agent on-site gathering information during the sales process to assist the sales agent.
- Performs Web Portal software demonstrations at client locations to aide in the sales process.
- Presents sales quotes to prospective clients when applicable to obtain commitment on plan selections.
- Joins the territory agent on closing sales presentations as needed.
Qualifications
- Bachelor's Degree - Preferred
- 1 year of experience in Carrier or insurance industry.
- Sales or account management experience.
- Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
The Company
What We Do
The workplace as we know it is changing. Paychex leads the way by making complex HR, payroll, and benefits simple. Our innovative HR outsourcing technology and the expertise of our highly trained HR consultants meet the evolving needs of our clients and their employees. You can see it in our growth as an HR leader as well as in the positive returns we deliver to our shareholders.
