Acrisure Trade Credit · 6 days ago
Payroll Client Advisor
Oklahoma City, OK
Full-time
Onsite
Entry, Mid Level
$90K/yr - $105K/yr
2+ years expAcrisure Trade Credit is a payroll and HR partner dedicated to small and medium-sized businesses. The Payroll Client Advisor is responsible for prospecting and closing sales of business solutions to small and mid-sized merchants, utilizing a CRM platform for client interactions and sales presentations.
CreditFinancial ServicesInsurance
Responsibilities
Responsible for prospecting new clients
Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas
Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date
Attend weekly team meeting and weekly one-on-one with leader
Additional responsibilities may be assigned as needed
Qualification
Required
18 years of age or older
Valid Driver's License and valid automobile insurance
Successful completion of pre-employment background check
Must live in area relative to job posting location
At least two years of relevant experience
Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales 'hunter'
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Accountable for measurable, high-quality, timely results
Ability to be in the field, a minimum of 50% of the time
Preferred
High school diploma/GED
Prior experience in a B2B Sales role
Prior experience with a CRM tool, such as Salesforce or Hubspot
Benefits
Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
401(k) and matching program to help you save up for your retirement.
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
Company
Acrisure Trade Credit
WHAT WE DO: Help businesses & lenders grow sales, offer more competitive terms, and increase profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
Company data provided by crunchbase