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

• Address the needs and requests of brokers and employers effectively.

• Provide timely responses to inquiries from brokers and employers.

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

• Perform product demonstrations utilizing messaging techniques to build a connection with buyers and finalize sales.

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

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

• Communicate detailed solutions regarding Paylocity products, processes, and timelines.

• Train internal partners on TPA products and assist with conversation strategies to uncover leads.

• Offer feedback to various departments concerning client needs, operational requirements, business opportunities, product features, and marketing/sales initiatives.

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

• Address functional and technical aspects of RFIs/RFPs.

• Maintain robust relationships with existing clients and brokers.

⛳️ Requirements

• Self-driven with a documented history of working effectively in a fast-paced, field-based sales environment.

• Excellent presentation abilities.

• Strong written communication skills for emails, RFPs, and reports.

• Highly organized and analytical.

• Capable of overcoming sales challenges through creative and adaptive methods.

• 3-5+ years of relevant industry experience in a comparable role.

• Familiarity with Paylocity products is advantageous.

• Knowledge of the TPA industry is a plus.

• Ability to sit for extended periods, generally 7-8 hours a day.

• Proficient in operating computer and phone systems and typing.

• Competent in using multiple software programs and inquiries simultaneously.

• Available five days a week during designated working hours.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) matching.

• Perks that support employees, their families, and finances.

• Opportunities for career development.

• Fully remote work from home or location of record within the U.S.

• Flexible work arrangements based on business needs and individual performance.