Inside Sales Representative - Health & Benefits
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.
- 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