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 payroll and HCM solutions that help organizations streamline payroll processing, remain compliant, and better manage their workforce. We are seeking a Sales Advisor with PEO experience to drive growth by targeting mid-market employers currently operating within a PEO model and transitioning them to a more comprehensive personalized system with World Payroll and HR services.
Job Summary
The Sales Advisor is responsible for driving new revenue by identifying, engaging, and converting mid-market employers currently in PEO arrangements to World Payroll and HR’s payroll and HR outsourcing model using UKG Ready. (think of World Payroll & HR as a deconstructed PEO solution) This role requires a strong understanding of PEO structures & pricing models. The Sales Advisor will consult with prospects to evaluate their current PEO relationship, identify cost, control, and flexibility gaps, and position WPHR as a strategic alternative. This role manages the full sales lifecycle, from prospecting through close and coordination of transition off the PEO.
Responsibilities:
- PEO Evaluation and Consultation: Consult with prospects to assess their current PEO arrangement, including pricing, services, co-employment structure, benefits, and administrative limitations, and identify opportunities to transition off the PEO.
- Solution Positioning: Position World Payroll and HR services and the UKG Ready platform as a flexible, cost-effective alternative to the PEO model, emphasizing control, transparency, and scalable payroll and HR support.
- Sales Execution: Prepare proposals, cost comparisons, and transition strategies for PEO prospects, assist with RFP responses as needed, and lead negotiations through close.
- Transition and Exit Support: Partner with internal implementation, tax, benefits, and service teams including employee in-house benefits, WC and retirement service teams to support clients transitioning off a PEO, including coordination of timing, data migration, and onboarding requirements.
- Industry Knowledge: Maintain a strong understanding of PEO market trends, pricing structures, co-employment considerations, and competitive offerings, as well as payroll and HR best practices.
- Collaboration: Support sales, marketing, and channel initiatives related to PEO displacement and participate in cross functional efforts to improve conversion processes and client experience.
- Other Duties: Perform other responsibilities as assigned to support the growth and success of World Payroll and HR.
- Experience: Two to five years of successful experience selling PEO services.
- PEO Expertise: Strong working knowledge of PEO structures, co-employment relationships, benefits administration within a PEO, and common challenges employers face when exiting a PEO.
- Sales Skills: Proven ability to lead consultative, value-based sales conversations, including cost analysis, objection handling, and complex decision making.
- Communication: Excellent interpersonal, presentation, and written communication skills, with the ability to educate prospects on complex PEO and payroll topics.
- 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 PEO services
- Strong working knowledge of PEO structures and co-employment relationships
- Proven ability to lead consultative, value-based sales conversations
- Excellent interpersonal and 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
