The Sales Representative will promote and sell the BeneTrac system to benefits brokers and their employer group clients. They are responsible for managing the sales cycle, maintaining broker relationships, and ensuring a smooth implementation process for new clients.
Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
OverviewPerforms sales activities in an assigned territory by introducing the BeneTrac system of electronic enrollment and benefit administration tools to broker distributors and assisting them to promote and sell BeneTrac to their employer group clients.
Responsibilities- Seeks opportunities to promote and present BeneTrac by encouraging benefits brokers to become BeneTrac Distributors and subsequently introducing BeneTrac to their clients.
- Supports Broker Distributors and sponsoring Benefit Plan Carriers with BeneTrac sales presentations and collaterals to their clients including product training. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
- Promotes BeneTrac to Brokers & sponsoring Carrier Reps and maintain relationship for continuing business purposes.
- Follow through with all sales efforts to prospects recently presented as well as those on hold status.
- Promotes the relationship between new and existing clients and their assigned BeneTrac Implementation Manager and Benefit Analyst.
- Communicates status of prospects and new clients to Broker distributors and sponsoring Carrier Reps. Maintain contact with new clients during the implementation process and follow up as needed to assist with a smooth and timely installation.
- Promotes add-on products to new and existing clients as authorized by Broker Distributor.
- Maintains accurate records of contacts and client information in BeneTrac CRM tools.
- Strives to gain knowledge of the benefits brokerage business, Human Resources, direct competitors and benefits-related technology.
- Develops superior presentation and sales skills.
- Consistently works to improve understanding of the most current BeneTrac capabilities and new features, communicating new functionality to broker distributors.
- Consistently works to improve understanding of sponsoring carriers operations and assist with all sales issues related to BeneTrac.
- Keep records of relevant information and issues relating to BeneTrac, i.e. features/benefits information gathered from client interactions, including any available information regarding competition.
- Assists in sales planning and reporting regarding the sales process.
- Strives to achieve assigned territory goals and sales quotas.
- Performs other duties as assigned.
Qualifications- Bachelor's Degree - Preferred
- 3 years of experience in Outside sales experience, and employee benefits and HR background, or training helpful.
- Sales - Preferred
- Forecasting - Preferred
- Presentations - Preferred
- Ethical Standards And Conduct - Preferred
- Calmness Under Pressure - Preferred
- Sales Prospecting - Preferred
- Marketing - Preferred
- Paychex - Preferred
- Sales Management - Preferred
- Selling Techniques - Preferred
- Sales Strategy - Preferred
- Salesforce - Preferred
- Go-to-Market Strategy - Preferred
- Customer Relationship Management - Preferred
- Market Share - Preferred
Live the Paychex ValuesAct 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. What's in it for you?- We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
- We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
- We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
- We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
- We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
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.