Health and Benefits Sales Agent - Mid Market (R)
Paychex · Dallas, Irving
Paychex 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
Advise with expertise. Deliver meaningful impact.
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
What You’ll Do
- 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
What It Takes to Win
- ~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)
Why This Role
- Uncapped earning potential with opportunity to grow across multiple product lines
- Highly consultative role with real impact on employee well-being and business success
- Opportunity to build expertise in health and benefits solutions within a growing market
- Access to strong carrier partnerships and a broad, competitive product portfolio
- Clear path to expand your career within a performance-driven, relationship-focused sales organization
If you’re driven to build relationships, navigate complex solutions, and make a meaningful impact—this is where you grow your career.
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 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
Live the Paychex Values
- Act with uncompromising integrity.
- Provide outstanding service and build trusted relationships.
- Drive innovation in our products and services and continually improve our processes.
- Work in partnership and support each other.
- Be personally accountable and deliver on commitments.
- Treat each other with respect and dignity.
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.
What You’ll Do
- 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
What It Takes to Win
- ~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)
Why This Role
- Uncapped earning potential with opportunity to grow across multiple product lines
- Highly consultative role with real impact on employee well-being and business success
- Opportunity to build expertise in health and benefits solutions within a growing market
- Access to strong carrier partnerships and a broad, competitive product portfolio
- Clear path to expand your career within a performance-driven, relationship-focused sales organization
If you’re driven to build relationships, navigate complex solutions, and make a meaningful impact—this is where you grow your career.
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