Sr Health and Benefits Sales Agent

Overview

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. Contact existing client base through phone, email, and/or in‑person meetings.
• Leverage Go‑to‑Market sales strategy to identify customers’ needs to 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.
• 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 relevant sales/marketing experience or equivalent education and experience.
• Relevant Insurance License. This role requires eligibility for applicable insurance licensing in all 50 states. If not currently licensed, you will be required to obtain the necessary license(s) within 90 calendar days of your official start date.
• 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 Information – Preferred

In the spirit of pay transparency, the starting base pay for this position is $55,000.00 base plus commission. This is the base pay only and does not consider other components that make up the total rewards package. If hired at Paychex, your overall compensation will be determined based on geographic location, skills, education, and/or experience and may result in total compensation outside of this range.

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.

• Medical coverage, virtual wellness classes, tuition reimbursement, 401(k) with employer match, adoption assistance, financial assistance, and more.
• Paid time off, company holidays, culture days, and comprehensive work‑life balance programs.
• Award‑winning training and development programs to empower ongoing learning opportunities.
• Diverse company culture that values your perspective and voice.
• Paid time off for volunteerism and support for community initiatives.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.