H&B Sales Representative-Individual Insurance
Paychex Agency Inc, Rochester, NY, United States
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.
Role Description Individual Insurance Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle. They engage with customers via phone, email, or other virtual channels to effectively close deals and meet sales targets. This role sells for the Paychex Insurance Agency Organization and well as outside businesses.
Responsibilities
Identify and engage prospective clients through networking, referrals, and lead generation activities.
Consult with clients to understand their health insurance needs and recommend suitable plans.
Educate clients on the benefits, features, and costs of different health insurance products.
Assist clients with the application process and ensure smooth on-boarding experience.
Maintain and manage a portfolio of clients, providing ongoing support and service.
Stay informed on industry trends and changes in health insurance regulations.
Achieve and exceed sales targets and performance metrics.
Participate in training sessions and continuous learning opportunities.
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.
Understanding of health insurance products and services.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team.
A self-driven approach with a commitment to customer satisfaction.
This role requires you to be eligible for applicable insurance licensing, 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.
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Role Description Individual Insurance Sales Representatives are responsible for prospecting clients remotely and managing the entire sales cycle. They engage with customers via phone, email, or other virtual channels to effectively close deals and meet sales targets. This role sells for the Paychex Insurance Agency Organization and well as outside businesses.
Responsibilities
Identify and engage prospective clients through networking, referrals, and lead generation activities.
Consult with clients to understand their health insurance needs and recommend suitable plans.
Educate clients on the benefits, features, and costs of different health insurance products.
Assist clients with the application process and ensure smooth on-boarding experience.
Maintain and manage a portfolio of clients, providing ongoing support and service.
Stay informed on industry trends and changes in health insurance regulations.
Achieve and exceed sales targets and performance metrics.
Participate in training sessions and continuous learning opportunities.
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.
Understanding of health insurance products and services.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team.
A self-driven approach with a commitment to customer satisfaction.
This role requires you to be eligible for applicable insurance licensing, 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.
#J-18808-Ljbffr