Sr Health and Benefits Sales Agent

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.

As a Health and Benefits Sales Agent focusing on the 20-99 employee segment, you will play a pivotal role in driving the growth of the Paychex Agency by selling our comprehensive Health and Employee Benefits Insurance products and services. Your primary responsibility will be to actively engage with both new and existing Paychex clients, assess their unique needs, and deliver customized solutions that enhance their employee benefits offerings. This role demands a client-centric approach, leveraging your insight and expertise to foster strong client relationships and drive growth.

Engage clients in business consultations to assess their needs, match them with Paychex solutions, and build internal relationships and referral networks to grow the client base. Generates sales revenue within your assigned territory to meet or exceed sales quota. Contact existing client base through phone, email, and/or in-person meetings. Leverage Go-to-Market sales strategy to identify customers’ needs to increase revenue and market share. Project a positive image in representing the company to clients and the community. Applies knowledge of Paychex Agency Insurance and Service products to interest clients effectively. Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs. Develops Insurance Carrier relationships to enhance sales and service. Professionally write and processes sales contracts per operational guidelines. Performs underwriting of business risks per insurance carrier guidelines. Additional duties as assigned by management.

Associate's Degree in Business or related discipline Bachelor's Degree in Business or related discipline - Preferred 2 years of experience in Relevant sales /marketing experience or the equivalent education and experience. 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. - Required Management - Preferred Consulting - Preferred Presentations - Preferred Microsoft Office - Preferred Communication - Preferred Project Management - Preferred Sales Prospecting - Preferred Benchmarking - Preferred Marketing - Preferred Peer Review - Preferred Process Improvement - Preferred Underwriting - Preferred Business