Description

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.

• 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 CPA's.
• 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 upScrub 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.

Requirements

• Bachelor's Degree - Preferred
• 1 year of experience in Carrier or insurance industry.
• Sales or account management experience.
• Life Accident and Health license

Our Commitment

Paychex is dedicated to fostering a culture of intentional Inclusion and Diversity (I&D). Our valued employees and commitment to I&D is the essence of our internal and external success. Inclusivity is a key value of our corporate culture and is exemplified through our reputation as a top employer for employee development, diversity, and ethics, as well as a focus on fairness in recruitment, selection, and decision making.

Click here for more information on our corporate social responsibility.