Acrisure

Payroll Client Advisor

Acrisure$90K — $105K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 2 years in relevant sales experience, preferably B2B.
  • Excellent communication and networking skills.
  • Proficient with CRM tools like Salesforce or Hubspot.
  • Ability to thrive independently and within a team environment.
  • A results-oriented sales 'hunter' with a professional demeanor.
  • Must be 18+ with a valid driver's license and insurance.
  • Comfortable performing cold calls and face-to-face interactions.

Responsibilities

  • Prospect and engage potential new clients through various methods.
  • Maintain accurate records of client interactions and communication in the CRM, Atlas.
  • Meet or exceed production goals, including securing appointments.
  • Continuously update knowledge of products and industry trends.
  • Participate in weekly team meetings and conduct one-on-ones with leadership.
  • Adapt to additional assigned responsibilities as necessary.

Benefits

  • Comprehensive health insurance offerings including medical, dental, and vision.
  • 401(k) plan with immediate vesting and matching contributions.
  • Generous paid time off and holidays, along with a supportive EAP and wellness resources.
  • Maternity and paternity leave, alongside flexible care options for employees with families.
  • Robust suite of perks including fertility benefits and pet insurance.
Full Job Description
Job Description

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities
  • Responsible for prospecting new clients
  • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
  • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
  • Attend weekly team meeting and weekly one-on-one with leader
  • Additional responsibilities may be assigned as needed


Minimum Qualifications
  • 18 years of age or older
  • Valid Driver's License and valid automobile insurance
  • Successful completion of pre-employment background check
  • Must live in area relative to job posting location
  • At least two years of relevant experience
  • Excellent prospecting, communication, presentation, and networking skills
  • Works well independently and as part of a team
  • Incentive-driven sales "hunter"
  • Professional demeanor and impeccable integrity
  • High sense of urgency and innate sales talent
  • Enjoys cold-calling and speaking with people face to face
  • Accountable for measurable, high-quality, timely results
  • Ability to be in the field, a minimum of 50% of the time


Preferred Qualifications
  • High school diploma/GED
  • Prior experience in a B2B Sales role
  • Prior experience with a CRM tool, such as Salesforce or Hubspot


Competencies
  • Awareness
  • Driven
  • Resilient
  • Respectful
  • Committedness


Compensation (pay transparency) and Benefits

  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
  • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.


***State Specific***

Nevada and Colorado

#Auris

Pay Details:

The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Founded
2006

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