Inside Sales Representative - H&B

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Overview

Insurance Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within our Insurance Inside Sales Hub. They engage with customers via phone, email, or other virtual channels to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Insurance Agency Organization.

Responsibilities

• Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
• Identify client needs and present Paychex solutions to key stakeholders and decision-makers through virtual interactions.
• Scheduling appointments with referral sources to secure referrals to end users.
• Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
• Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.
• Use technology tools to accurately track activities and forecasts.
• Collect data to support underwriting process, close sales.
• Projecting a positive image in representing the company to clients and the community.
• Writes and processes sales contracts in a professional manner and by HRS operation guidelines.
• Continually develop technical, competitive, and sales skills knowledge to effectively represent an Insurance sales organization.
• May be required to travel for purposes of attending Conference, training sessions, and/or area regional or national meetings

Qualifications

• H.S. Diploma in Business or related discipline - Required
• Bachelor's Degree in Business or related discipline - Preferred
• 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.
• 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. - Required

Live the Paychex Values

Act with uncompromising integrity.

Provide outstanding service and build trusted relationships.

Drive innovation in our products and services and continually improve our processes.

Work in partnership and support each other.

Be personally accountable and deliver on commitments.

Treat each other with respect and dignity.

What's in it for you?

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.


Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.




Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

• Accountable for the end-to-end sales cycle from prospecting, qualifying, demonstrating and closing business to achieve quota.
• Identify client needs and present Paychex solutions to key stakeholders and decision-makers through virtual interactions.
• Scheduling appointments with referral sources to secure referrals to end users.
• Conduct outbound prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline.
• Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.
• Use technology tools to accurately track activities and forecasts.
• Collect data to support underwriting process, close sales.
• Projecting a positive image in representing the company to clients and the community.
• Writes and processes sales contracts in a professional manner and by HRS operation guidelines.
• Continually develop technical, competitive, and sales skills knowledge to effectively represent an Insurance sales organization.
• May be required to travel for purposes of attending Conference, training sessions, and/or area regional or national meetings
• H.S. Diploma in Business or related discipline - Required
• Bachelor's Degree in Business or related discipline - Preferred
• 2 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.
• 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. - Required