Inside Sales Representative - Insurance jobs in United States
cer-icon
Apply on Employer Site
company-logo

Paychex · 2 weeks ago

Inside Sales Representative - Insurance

Paychex is a leading company in simplifying HR, payroll, and benefits for American businesses. They are seeking an Inside Sales Representative for their Insurance division, responsible for managing the sales cycle, prospecting clients, and closing deals through virtual interactions.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

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

Qualification

Insurance licensingSales experienceBusiness degreeSales managementCommunication skills

Required

H.S. Diploma in Business or related discipline
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

Preferred

Bachelor's Degree in Business or related discipline

Benefits

Medical coverage
Virtual wellness classes
Tuition reimbursement
401(k) + employer match
Adoption assistance
Financial assistance
Paid time off
Company holidays
Culture days
Comprehensive work-life balance programs
Ongoing learning opportunities
Paid time off for volunteerism

Company

Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll.

Funding

Current Stage
Public Company
Total Funding
$4.2B
2025-04-08Post Ipo Debt· $4.2B
1983-08-29IPO

Leadership Team

leader-logo
John Gibson
President and Chief Executive Officer
linkedin
leader-logo
Robert L. Schrader
Senior Vice President and Chief Financial Officer
linkedin
Company data provided by crunchbase