Sr Health and Benefits Sales Agent

Imagine Your Future with Us! 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 our award‑winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture.

Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

As a Health and Benefits Sales Agent focusing on the 20-99 employee segment, you will play a pivotal role in driving the growth of the Paychex Agency by selling our comprehensive Health and Employee Benefits Insurance products and services. Your primary responsibility will be to actively engage with both new and existing Paychex clients, assess their unique needs, and deliver customized solutions that enhance their employee benefits offerings.

This role demands a client‑centric approach, leveraging your insight and expertise to foster strong client relationships and drive growth.

• Engage clients in business consultations to assess their needs, match them with Paychex solutions, and build internal relationships and referral networks to grow the client base.
• Generate sales revenue within your assigned territory to meet or exceed sales quota by contacting existing client base through phone, email, and/or in‑person meetings; leverage Go‑to‑Market sales strategy to identify customers’ needs and increase revenue and market share.
• Project a positive image in representing the company to clients and the community.
• Apply knowledge of Paychex Agency Insurance and Service products to interest clients effectively.
• Perform insurance needs analysis for clients to provide solutions to insurance and benefit needs.
• Develop Insurance Carrier relationships to enhance sales and service.
• Professionally write and process sales contracts per operational guidelines.
• Perform underwriting of business risks per insurance carrier guidelines.
• Perform additional duties as assigned by management.

• Associate's Degree in Business or related discipline.
• Bachelor's Degree in Business or related discipline - Preferred.
• 2 years of experience in relevant sales/marketing experience or the equivalent education and experience.
• Relevant Insurance License:
  This role requires 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 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 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, including any state of residence changes, e‑mail changes, mailing address changes, or name changes.
• Management – Preferred.
• Consulting – Preferred.
• Presentations – Preferred.
• Microsoft Office – Preferred.
• Communication – Preferred.
• Project Management – Preferred.
• Sales Prospecting – Preferred.
• Benchmarking – Preferred.
• Marketing – Preferred.
• Peer Review – Preferred.
• Process Improvement – Preferred.
• Underwriting – Preferred.
• Business Development – Preferred.
• Pricing Strategies – Preferred.
• Additional Skills Info.

In the spirit of pay transparency, we are excited to share that the starting base pay for this position is…