[Hiring] Health and Benefits Sales Agent - Mid Market @Paychex

Role Description

Health & Benefits Sales is where your expertise directly impacts how businesses care for their people. You’ll partner with small and mid-sized businesses to evaluate their needs, recommend the right health and benefits solutions, and help them build competitive, compliant offerings for their employees.

This is a consultative, relationship-driven sales role focused on both new and existing clients. You’ll work across product lines, carriers, and internal teams to deliver tailored solutions that align with each client’s goals—while navigating complex decisions with confidence and credibility.

Every conversation builds trust. Every solution supports employees. Every win drives long-term value.

Responsibilities

• Generate new business and expand relationships with existing clients by identifying opportunities for health and employee benefits solutions.
• Sell a range of offerings, including medical, ancillary, and employee benefits insurance products.
• Lead consultative conversations with business owners and decision-makers to assess needs and recommend appropriate solutions.
• Perform needs analysis and evaluate risk to align coverage options with client requirements.
• Partner with internal teams, referral sources, and insurance carriers to deliver tailored solutions.
• Manage the full sales process, including quoting, underwriting coordination, and contract execution.

Qualifications

• Associate's Degree in Business or related discipline - Bachelor's Degree in Business or related discipline - Preferred.
• 2 years of experience in relevant sales/marketing experience or the equivalent education and experience.
• Relevant Insurance License required; eligibility for applicable insurance licensing in all 50 states, which may involve an enhanced background check.
• Required to obtain necessary insurance license(s) within 90 calendar days of your official start date.
• Paychex Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fee.
• Responsible for timely updating and/or verifying any changes that may have occurred with their state license(s) prior to their start date at PIA.

Requirements

• ~2+ years of professional or B2B sales experience in a consultative or client-facing environment.
• Strong relationship-building skills with the ability to influence and guide client decisions.
• Comfort navigating compliance-related and detail-oriented conversations.
• Ability to manage multiple stakeholders, including clients, carriers, and internal partners.
• Competitive, quota-driven mindset with accountability for results.
• Life, Accident & Health insurance license required or ability to obtain within designated timeframe (role dependent).

Benefits

• Over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• Paid time off, company holidays, culture days, and comprehensive work-life balance programs.
• Award-winning training and development programs empowering ongoing learning opportunities.
• Company culture reflecting the diversity of employees, encouraging individual perspectives.
• Paid time off for volunteerism and promotion of company-wide and local initiatives benefiting organizations.