Agency Sales Development Associate at Paychex (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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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.
More Information on Paychex
Paychex operates in the HR Tech industry. The company is located in Rochester, NY. Paychex was founded in 1971. It has 14831 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 164 open jobs at Paychex, click here.
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