Agency Sales Development Associate

Overview

Assists the Health & Benefits sales force by being an essential administrative 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 installation of group insurance plans.

• 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.
• Collaborates with territory agents by facilitating, 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, gathering information during the sales process to assist the sales agent.
• Aids the territory agent by conducting client enrollment meetings.

• Bachelor's Degree - Preferred
• 1 year of experience in Carrier or insurance industry.
• Sales or account management experience preferred
• 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 s includes any state of residence changes, e-mail changes, mailing address changes or name changes.
  
  - Required
• CRM and salesforce exp preferred

In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $19.00 to $28.80/hr please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

• 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.

• 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…