Paychex · 1 day ago
Sales Development Associate - Insurance Agency
Rochester, NY
Full-time
Onsite
Entry Level
$19/hr - $28.80/hr
1+ years expPaychex is a leader in simplifying HR, payroll, and benefits for American businesses. The Sales Development Associate will support the Health & Benefits sales force by assisting with pre-sales functions and various duties during the sales process for group insurance plans.
AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware
Responsibilities
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
Qualification
Required
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
1 year of experience in Carrier or insurance industry
Preferred
Bachelor's Degree - Preferred
Sales or account management experience preferred
CRM and salesforce exp preferred
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
Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$4.2B2025-04-08Post Ipo Debt· $4.2B
1983-08-29IPO
Leadership Team
John Gibson
President and Chief Executive Officer
Robert L. Schrader
Senior Vice President and Chief Financial Officer
Recent News
2026-01-20
Rochester Business Journal
2026-01-20
Small Business Trends
2026-01-16
Company data provided by crunchbase