Inside Sales Representative - Insurance

Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With award-winning training and endless opportunities for growth, you can build a lifelong career in an inclusive and innovative culture where leaders support your journey.

About the role

Insurance Inside Sales Representatives prospect clients remotely and manage the entire sales cycle from within our Insurance Inside Sales Hub. This role exclusively sells for the Paychex Insurance Agency Organization, engaging with customers via phone, email, or other virtual channels to close deals and meet sales targets.

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.
• Schedule 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.
• Perform 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 the underwriting process and close sales.
• Project a positive image in representing the company to clients and the community.
• Write and process 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 conferences, training sessions, and/or area regional or national meetings.
• Must be available to work in office in Rochester, NY.

Requirements

• High School Diploma in Business or related discipline – Required.
• Bachelor’s Degree in Business or related discipline – Preferred.
• 2 years of experience in relevant sales/sales management or the equivalent combination of education and experience.
• Eligibility for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If 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 or maintain eligibility may result in corrective action, up to and including termination.

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 hired with an active and current license(s), the employee is responsible for timely updating and verifying any changes to their state license(s).

Pay

The compensation range for this position is typically $45,000–$90,000, including both base pay and commissions. Your overall compensation will be determined based on factors such as geographic location, skills, education, and experience.

Benefits

• Over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) with employer match, adoption assistance, and financial assistance.
• Paid time off, company holidays, culture days, and comprehensive work-life balance programs.
• Award-winning training and development programs for ongoing learning opportunities.
• Paid time off for volunteerism and support for local and company-wide community initiatives.

Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.