Payroll Client Advisor

Auris Partners, LLC•Oklahoma City, OK
•$90,000 - $105,000•Onsite

About The Position

The Payroll Client Advisor prospects for new clients and presents Auris payroll and business solutions to small and mid-sized businesses, in person and by phone, with the goal of closing sales in a fast sales cycle. The role involves setting appointments through networking and referral partnerships, running scheduled meetings, identifying client needs, explaining Auris’s value proposition, and closing sales. Advisors may also upsell current clients on other Auris products and services. The position reports to a Payroll Division Manager and receives coaching from a Territory Manager. During training, the manager accompanies the advisor on initial appointments and provides instruction in the short-cycle sales process and the tablet-based Salesforce CRM platform, which is used for lead generation, presentations, financial analysis, and paperless contract processing. After training, the advisor may set their own work schedule and earns through uncapped commissions and residuals. The position requires field work at least 50% of the time and an on-site presence to support collaboration and team partnership.

Requirements

  • Be at least 18 years of age.
  • Have a valid driver’s license and valid automobile insurance.
  • Successfully complete a pre-employment background check.
  • Live in the area relative to the job posting location.
  • Have at least two years of relevant experience.
  • Demonstrate excellent prospecting, communication, presentation, and networking skills.
  • Work effectively independently and as part of a team.
  • Be an incentive-driven sales hunter with a professional demeanor and impeccable integrity.
  • Demonstrate a high sense of urgency and innate sales talent.
  • Enjoy cold-calling and speaking with people face to face.
  • Be accountable for measurable, high-quality, timely results.
  • Be able to work in the field at least 50% of the time.

Nice To Haves

  • High school diploma or GED.
  • Prior experience in a B2B sales role.
  • Prior experience with a CRM tool such as Salesforce or HubSpot.

Responsibilities

  • Prospect new clients.
  • Maintain existing and prospective client records in the CRM system, currently Salesforce, including call notes, scheduled interactions, contact information, and other relevant information, in accordance with company policies.
  • Meet minimum production requirements, including setting first-time appointments, to secure a sale.
  • Continuously develop knowledge of the current product and service portfolio and developments in the financial technology industry.
  • Attend weekly team meetings and weekly one-on-one meetings with a leader.
  • Additional responsibilities may be assigned as needed.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Paid time off
  • Paid holidays
  • Employee Assistance Program
  • Complimentary Calm app subscription
  • 401(k) plan with matching
  • Immediate vesting in a 401(k) plan
  • Health Savings Account and Flexible Spending Account options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave
  • Paid paternity leave, including for adoptive parents
  • Legal plan options
  • Pet insurance
  • Uncapped weekly commissions
  • Lifetime residuals
  • Portfolio equity
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