Payroll Client Advisor

🔥 0 minutes ago

🦞 Maine – Remote

🦞 Maine – Remote

💵 $90k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧾 Payroll

🚫👨‍🎓 No degree required

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Acrisure

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2013

💸 Finance

Finance • Insurance

Acrisure is a company that provides a wide range of insurance, risk management, and financial services solutions. They offer personal insurance, mortgages, business insurance, and employee benefit services, as well as cybersecurity and managed IT resources. Acrisure is known for expanding their reinsurance capabilities internationally and has garnered recognition such as the 'Broker of the Year' award. The company is also involved in community outreach and partnerships, such as with the Pittsburgh Steelers. Acrisure is committed to delivering innovative solutions and maintaining strong industry leadership.

📋 Description

• 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, 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 • 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

🎯 Requirements

• 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 50% of the time.

🏖️ Benefits

• Medical, Dental, Life, & Disability benefits to keep you healthy and happy. • 401(k) and matching program to help you save up for your retirement. • Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. • Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. • Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. • Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.