Agency Sales Development Associate
Paychex · Rochester, NY | Phoenix, AZ · Sales
About this role
Paychex is hiring a junior-level Sales Development Representative based in Rochester, NY | Phoenix, AZ. Compensation is listed at $38,126–$59,904 per year.
- Role
- Sales Development Representative
- Function
- sales
- Level
- junior
- Track
- Individual contributor
- Location
- Rochester, NY | Phoenix, AZ
- Department
- Sales
- Posted
- Jun 25, 2026
Job description
from Paychex careersPaychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
Overview
Assists the Health & Benefits sales force by being an essential sales partner to the territory agent during the initial sales effort. The Sales Development Associate will perform many of the pre-sales functions as well as many aspects and duties during the sales process that are inherent in the sale and installation of group insurance plans.
Responsibilities
- Assists the territory sales agent and the branch in attaining the insurance sales revenue goals
- Aids territory agents by answering client inquiries and questions of all nature associated with the sale.
- Organizes and conducts educational CPE and sales seminars for prospective clients and CPAs.
- Aids territory agents by facilitating, overseeing, and preparing quotes for prospective clients.
- Conducts calls to prospective clients to gather information utilized by sales agents during the sales process.
- Assembles pre-appointment workup and gathers data to aid territory agents. Completing Client Profiles, which include Pulling Census, Payroll Journals, Coverage, and Additional Products.
- Prepares sales literature for distribution to potential clients.
- Prepares enrollment kits for client enrollment meetings
- Follows’ up on Missing Information/Items such as: Missing paperwork, Missing employee information, Assist with Cobra set up, Scrub applications
- Develops and executes e-marketing campaigns at the branch level to support district sales goals.
- Works alongside the sales agent on-site, gathering information during the sales process to assist the sales agent.
- Conducts web portal software demonstrations at client locations to support the sales process
- Presents sales quotes to prospective clients when applicable to obtain commitment on plan selections.
- Joins the territory agent on closing sales presentations as needed.
- Aids the territory agent by conducting client enrollment meetings.
Qualifications
- Bachelor's Degree - Preferred
- 1 year of experience in Carrier or insurance industry.
- Sales or account management experience.
- Relevant Insurance License This role requires you to be eligible for applicable insurance licensing in all 50 states, which may involve an enhanced background check. If you are not currently licensed, you will be required to obtain the necessary insurance license(s) within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. 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. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes. - Required
- Sales - Preferred
- Information Gathering - Preferred
- Communication - Preferred
- Ability To Meet Deadlines - Preferred
- Detail Oriented - Preferred
- Sales Development - Preferred
- Account Management - Preferred
- Demonstration Skills - Preferred
- E-Marketing - Preferred
- Insurance Sales - Preferred
- Marketing Collateral - Preferred
- Sales Presentations - Preferred
- Sales Process - Preferred
- Sales Territory Management - Preferred
- Insurance Industry - Preferred
Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $18.33/Hr- $28.80/Hr. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Live the Paychex Values
What's in it for you?
- We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
- We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
- We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
- We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
- We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.