Benefits Technologies Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive the closure of new business opportunities for FSA, HSA, LSA, HRA, and COBRA.

• Collaborate with both outside and inside sales Account Executives to follow up on leads.

• Address the needs and requests of brokers and employers.

• Provide timely responses to queries from brokers and employers.

• Conduct needs analysis with prospective clients in TPA and related systems.

• Execute product demonstrations using effective messaging techniques to connect with buyers and finalize sales.

• Present TPA strategies and business solutions to enhance sales performance.

• Answer product-related inquiries from Account Executives/CCC.

• Communicate solutions related to Paylocity products, processes, and timelines.

• Train internal partners on TPA products and assist with developing talk tracks to identify leads.

• Relay feedback to departments regarding client needs, operational requirements, business opportunities, product features, and marketing/sales initiatives.

• Suggest innovative selling and product positioning techniques based on market, product, and competitive insights.

• Address functional and technical aspects of RFIs/RFPs.

• Maintain and nurture existing client and broker relationships.

⛳️ Requirements

• Highly self-motivated with a solid track record in managing a field-based, fast-paced sales environment.

• Exceptional presentation skills.

• Professional writing skills for emails, RFPs, and reports.

• Well-organized and analytical.

• Creative and adaptable strategies to overcome sales challenges.

• 3-5+ years of relevant industry experience in a similar capacity.

• Familiarity with Paylocity products is a plus.

• Knowledge of the TPA industry is advantageous.

• Capable of sitting for extended periods, typically 7-8 hours daily.

• Proficient in operating a computer, using phone systems, typing, and utilizing multiple software programs simultaneously.

• Must be available five days a week during designated working hours.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) match.

• Perks that support employees, their families, and financial well-being.

• Opportunities for career development.

• Fully remote work from home or from a designated location within the U.S.

• Flexible work arrangements subject to business needs and individual performance.