Job Description
Insurance Inside Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle from within our Insurance Inside Sales Hub. They engage with customers via phone, email, or other virtual channels to effectively close deals and meet sales targets. This role exclusively sells for the Paychex Insurance Agency Organization.
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.
Scheduling 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.
Performs 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 underwriting process, close sales.
Projecting a positive image in representing the company to clients and the community.
Writes and processes 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 Conference, training sessions, and/or area regional or national meetings
Qualifications
H.S. 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 experience or the equivalent combination of education and experience.
This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are 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 individual 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. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
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.
Scheduling 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.
Performs 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 underwriting process, close sales.
Projecting a positive image in representing the company to clients and the community.
Writes and processes 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 Conference, training sessions, and/or area regional or national meetings
Qualifications
H.S. 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 experience or the equivalent combination of education and experience.
This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are 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 individual 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. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
Key skill Required
- Sales
- Analysis
- Background Check
- Closing Business
- Discipline
- Inside Sales
- Insurance
- Insurance Sales
- Management
- Marketing
- Needs Analysis
- Pipeline
- Sales Management
- Sales Organization
- Sales Targets
- Training
- Training Sessions
- Underwriting
