Agency Sales Development Associate

Paychex is a leader in simplifying HR, payroll, and benefits for American businesses. They are seeking an Agency Sales Development Associate to assist the Health & Benefits sales force by supporting territory agents during the sales process and conducting educational seminars for prospective clients.

Responsibilities:

• Assists the territory sales agent and the branch in attaining the insurance sales revenue goals
• Aids territory agents by answering client inquiries and questions of all nature associated with the sale
• Organizes and conducts educational CPE and sales seminars for prospective clients and CPAs
• Aids territory agents by facilitating, overseeing, and preparing quotes for prospective clients
• Conducts calls to prospective clients to gather information utilized by sales agents during the sales process
• Assembles pre-appointment workup and gathers data to aid territory agents. Completing Client Profiles, which include Pulling Census, Payroll Journals, Coverage, and Additional Products
• Prepares sales literature for distribution to potential clients
• Prepares enrollment kits for client enrollment meetings
• 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
• Conducts web portal software demonstrations at client locations to support 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
• Aids the territory agent by conducting client enrollment meetings

Requirements:

• 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
• 1 year of experience in Carrier or insurance industry
• Sales or account management experience
• Bachelor's Degree
• Sales
• Information Gathering
• Communication
• Ability To Meet Deadlines
• Detail Oriented
• Sales Development
• Account Management
• Demonstration Skills
• E-Marketing
• Insurance Sales
• Marketing Collateral
• Sales Presentations
• Sales Process
• Sales Territory Management
• Insurance Industry