Health and Benefits Sales Agent - Mid Market (T)

Paychex • Miami, FL

395d

About The Position

The position involves selling Paychex Agency Health and Employee Benefits Insurance products and services to both new and existing clients. The role focuses on achieving sales quotas, developing client relationships, and leveraging sales strategies to increase revenue and market share.

Requirements

• Associate's Degree in Business or related discipline
• 2 years of experience in relevant sales/marketing experience or equivalent education and experience
• Driver's License Required
• Relevant Insurance License eligibility in all 50 states, with the requirement to obtain necessary insurance license(s) within 90 days of employment.

Nice To Haves

• Bachelor's Degree in Business or related discipline - Preferred

Responsibilities

• Achieves corporate objectives by individual product line category within the assigned territory.
• Generates sales revenue and health applications to meet and exceed sales quotas.
• Achieves technical, competitive and sales skill knowledge by attaining objectives set by the sales management team.
• Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers.
• Develops internal relationships to assist in increasing the client base.
• Develops a referral network to assist in increasing the client base.
• Develops Insurance Carrier relationships to enhance sales and service.
• Processes sales contracts in a professional manner and in accordance with HRS guidelines.
• Projects a positive image in representing the company to clients and the community.
• Generates sales revenue to meet or exceed sales quota by contacting existing client base and utilizing effective sales methods.
• Applies knowledge of Paychex Agency Insurance Products and Services to effectively interest clients.
• Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.
• Writes up and processes sales contracts in a professional manner and in accordance with HRS operation guidelines.
• Performs underwriting of business risks in accordance with insurance carrier guidelines.
• Additional duties as assigned by management.

Benefits

• Cost coverage for up to two attempts to pass a state insurance licensing exam including exam materials and testing fee.

What This Job Offers

• Job Type: Full-time
• Industry: Professional, Scientific, and Technical Services
• Education Level: Associate degree