Overview
World Payroll and HR (WPHR), a division of World Insurance Associates, provides payroll, tax, and HR outsourcing services to small and middle market employers across the United States. Using the UKG Ready platform, WPHR delivers comprehensive HCM solutions that help clients streamline payroll processing, remain compliant, and better manage their workforce. We are seeking a Sales Advisor to support the continued growth of our payroll and HR services by developing new business relationships and expanding existing referral partnerships.
Job Summary
The Sales Advisor is responsible for driving new revenue through prospecting, relationship development, and consultative selling of payroll and HR solutions delivered through the UKG Ready platform. This role focuses on understanding client business needs and positioning World Payroll and HR services and technology as solutions that create long term value. The Sales Advisor collaborates closely with internal partners and referral sources to manage the full sales lifecycle, from lead generation through close and transition to implementation.
Responsibilities:
- Business Development and Prospecting: Generate new sales opportunities through networking, self-sourced prospecting, CRM activity, and collaboration with World Insurance Associates advisors and producers.
- Client Consultation: Meet with prospective clients to understand payroll, tax, and HR challenges and recommend appropriate solutions using UKG Ready and World Payroll and HR services.
- Solution Presentation: Demonstrate UKG Ready software and World Payroll and HR service offerings, clearly explaining features, benefits, and value to decision makers.
- Relationship Management: Develop and maintain strong relationships with internal referral partners, prospects, and clients to build a sustainable pipeline of opportunities.
- Sales Execution: Prepare proposals, assist with RFP responses, participate in negotiations, and close new business in alignment with sales targets and company objectives.
- Implementation Support: Partner with internal implementation and service teams to support a smooth transition for new clients, including submission of complete and accurate onboarding documentation.
- Industry Knowledge: Stay current on payroll, HR, and HCM industry trends, competitive offerings, and best practices to effectively position UKG Ready–based solutions.
- Collaboration: Support sales, marketing, and channel initiatives and participate in cross-functional efforts to improve sales processes and client experience.
- Other Duties: Perform other responsibilities as assigned to support the growth and success of World Payroll and HR.
Qualifications:
- Experience: Two to five years of successful experience selling payroll, HCM, or HR technology and services, with demonstrated ability to meet or exceed sales goals.
- Industry Knowledge: Experience selling payroll or HCM solutions required, including familiarity with platforms such as UKG Ready.
- Sales Skills: Strong prospecting, negotiation, and closing skills, with a consultative approach to selling.
- Communication: Excellent interpersonal, presentation, and written communication skills, with the ability to engage stakeholders at various levels.
- Self Management: Ability to work independently in a fast-paced environment, manage priorities, and maintain accurate CRM activity.
- Professional Traits: Highly motivated self-starter with strong organizational skills, strategic thinking, and results driven mindset.
Skills Required
- Two to five years of successful experience selling payroll, HCM, or HR technology and services
- Experience selling payroll or HCM solutions required, including familiarity with UKG Ready
- Strong prospecting, negotiation, and closing skills
- Excellent interpersonal, presentation, and written communication skills
- Ability to work independently in a fast-paced environment
World Insurance Associates LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about World Insurance Associates LLC and has not been reviewed or approved by World Insurance Associates LLC.
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Healthcare Strength — Health coverage is often described as very good, with comprehensive medical, dental, and vision options plus add-ons. Feedback suggests plan breadth and options like HSA/FSA and EAP make the package feel robust.
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Retirement Support — A 401(k) with company match is included, and some roles specify immediate vesting. Feedback suggests the match is seen as competitive to average depending on team and role.
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Leave & Time Off Breadth — PTO is characterized as generous alongside standard paid time off. Feedback suggests time-off offerings are a relative plus even when workloads are demanding.
World Insurance Associates LLC Insights
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
