Insurance Agency Sales Development Associate

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Assists the H&B sales force by being an essential sales partner to the territory agent during the initial sales effort. The Sales Development Associate will perform many of the pre-sales functions as well as many aspects and duties during the sales process that are inherent in the sale and installation of group insurance plans.

  • Assists the territory sales agent and the branch in attainment of the insurance sales revenue goals.
  • Aids the territory agent by conducting client enrollment meetings.
  • Facilitates Educational CPE and Sales Seminars for prospective clients and CPA's.
  • Aids territory agents by answering client inquiries and questions of all nature associated with the sale.
  • Conducts calls to prospective clients to gather information utilized by sales agents during the sales process.
  • Assembles Pre-Appointment Workup and gathering data to aid territory agents.Completing Client Profile, which includes-Pulling Census, Payroll Journals, Coverage and Additional Products.
  • Assembles Sales Literature for distribution to prospective clients.
  • Assembles Sales Literature for distribution to prospective clients.
  • Assembles Enrollment Kits for the conduct of client enrollment meetings.
  • Aids territory agents by facilitating, overseeing and preparing quotes to prospective clients.
  • Follows' up on Missing Information/Items such as:Missing paperwork Missing employee information Assist with Cobra set upScrub applications
  • Develops and executes e-marketing campaigns at the branch level to support district sales goals.
  • Works alongside the sales agent on-site gathering information during the sales process to assist the sales agent.
  • Performs Web Portal software demonstrations at client locations to aide in the sales process.
  • Presents sales quotes to prospective clients when applicable to obtain commitment on plan selections.
  • Joins the territory agent on closing sales presentations as needed.
  • Bachelor's Degree.
  • 1 year of experience in Carrier or insurance industry.
  • Sales or account management experience.
Locations: MD, Owings Mills, Baltimore Office
Full Time / Part Time: Full-Time
Category: Sales
Requisition #: SAL-18-00127
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Paychex, Inc. (NASDAQ: PAYX) is a leading provider of integrated human capital management solutions for payroll, HR, retirement, and insurance services. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Backed by more than 40 years of industry expertise, Paychex serves approximately 590,000 payroll clients across 100 locations and pays one out of every 15 American private sector employees. Learn more about Paychex by visiting, and stay connected on Twitter and LinkedIn.