Sales Associate

🔥 1 minute ago

🌵 Arizona, California – Remote

🌵 Arizona – Remote 🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🦅 H1B Visa Sponsor

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Own end-to-end coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements • Ensure all RFP submissions are accurate, complete, and delivered on time • Act as the primary liaison between sales and underwriting to ensure clean, complete submissions • Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation • Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation • Serve as the central point of coordination across Sales, Underwriting, Benefits, Legal, Implementation

🎯 Requirements

• 2+ years of experience in complex B2B sales support • Experience managing multi-step complex deal cycles (preferred: RFPs and underwriting processes) • Preferred understanding of: Employee benefits, Payroll data, Risk/underwriting workflows • Proficiency in Salesforce, Excel (data validation), and presentation tools • Exceptional organizational and project management skills • Ability to manage multiple deals and deadlines in a fast-paced environment

🏖️ Benefits

• Health, wellbeing, retirement, and other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per company policy • Employee perks and discounts