Inside Sales Representative - H&B

Paychex; Sarasota (FL); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated Insurance Inside Sales Representatives to join their dynamic team. This role offers the opportunity to engage with clients remotely, manage the entire sales cycle, and utilize innovative technology tools. With a focus on professional growth, employees benefit from comprehensive rewards and a supportive culture that values diversity and inclusion. If you're passionate about sales and eager to make a difference, this position is perfect for you!

Benefits

Medical Coverage

Tuition Reimbursement

401(k) with Employer Match

Paid Time Off

Virtual Wellness Classes

Financial Assistance

Adoption Assistance

Flexible Work-Life Balance Programs

Qualifications

• 2 years of sales experience required.
• Must be eligible for insurance licensing in all 50 states.

Responsibilities

• Manage the end-to-end sales cycle to achieve quotas.
• Conduct outbound prospecting via calls and emails.

Skills

Sales Management

Client Engagement

Prospecting

Insurance Knowledge

Communication Skills

Education

H.S. Diploma in Business

Bachelor's Degree in Business

Tools

CRM Software

Sales Tracking Tools

Job description

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
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.




Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.
• 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
• 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