Acrisure

Payroll Client Advsor

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

Qualifications

  • 18 years of age or older
  • Valid Driver's License and automobile insurance
  • Successful completion of pre-employment background check
  • Must reside in the area relative to job posting location
  • At least 2 years of relevant sales experience
  • Strong prospecting, communication, and presentation skills

Responsibilities

  • Prospect new clients for Payroll/HCM services
  • Maintain client records in Atlas CRM, including notes and scheduled interactions
  • Achieve production goals, including setting appointments
  • Stay informed on product/service offerings and financial technology trends
  • Attend weekly team meetings and one-on-one sessions with leadership
  • Train and coach Senior Product Advisors (SPAs)
  • Provide status updates to Payroll Division Manager (PDM)

Benefits

  • W2 employment status
  • Medical, Dental, Life, and Disability benefits
  • 401(k) with matching program to support retirement savings
  • Uncapped weekly commissions and lifetime residuals potential
  • Opportunity for professional growth and advancement through training and coaching
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 Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and maintaining regular communication with the PDM. Additionally, the PTM is responsible for training and coaching Senior Product Advisors (SPAs), who report to them. Your role as the PTM is to close sales of our business solutions with clients throughout the area. You will

work closely with your local PDM to set appointments with business owners over the phone, face to face, through your network, and via referral partnerships that you build. You will then run scheduled appointments, uncover needs and present Heartland payroll solutions to close sales in small to mid-sized businesses.

During the training period, your PDM 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. You will also accompany SPA's on their initial appointments to train. After training you will have the opportunity to set up your own work schedule to maximize the upside of the residuals on the business you bring in.

Responsibilities
• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, 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
• Responsible for training and coaching Senior Product Advisors (SPAs), who report to them
• Provide status updates to reporting PDM
• 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

Payroll Territory Manager
• 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 50% of the time

Preferred Qualifications
• High school diploma/GED
• At least 6 years of relevant experience
• At least 1-2 years of supervisory experience

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.

#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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