[Remote] Sales Advisor - PEO Conversion Focus

Note: The job is a remote job and is open to candidates in USA. World Insurance Associates LLC is a company that provides payroll, tax, and HR outsourcing services to small and middle market employers across the United States. They are seeking a Sales Advisor with PEO experience to drive growth by converting mid-market employers from PEO arrangements to their personalized payroll and HR services. The role involves consulting with prospects, managing the sales lifecycle, and supporting clients in the transition process.

Responsibilities

• PEO Evaluation and Consultation: Consult with prospects to assess their current PEO arrangement, including pricing, services, co-employment structure, benefits, and administrative limitations, and identify opportunities to transition off the PEO
• Solution Positioning: Position World Payroll and HR services and the UKG Ready platform as a flexible, cost-effective alternative to the PEO model, emphasizing control, transparency, and scalable payroll and HR support
• Sales Execution: Prepare proposals, cost comparisons, and transition strategies for PEO prospects, assist with RFP responses as needed, and lead negotiations through close
• Transition and Exit Support: Partner with internal implementation, tax, benefits, and service teams including employee in-house benefits, WC and retirement service teams to support clients transitioning off a PEO, including coordination of timing, data migration, and onboarding requirements
• Industry Knowledge: Maintain a strong understanding of PEO market trends, pricing structures, co-employment considerations, and competitive offerings, as well as payroll and HR best practices
• Collaboration: Support sales, marketing, and channel initiatives related to PEO displacement and participate in cross functional efforts to improve conversion processes and client experience
• Other Duties: Perform other responsibilities as assigned to support the growth and success of World Payroll and HR

Skills

• Two to five years of successful experience selling PEO services
• Strong working knowledge of PEO structures, co-employment relationships, benefits administration within a PEO, and common challenges employers face when exiting a PEO
• Proven ability to lead consultative, value-based sales conversations, including cost analysis, objection handling, and complex decision making
• Excellent interpersonal, presentation, and written communication skills, with the ability to educate prospects on complex PEO and payroll topics
• Ability to work independently in a fast-paced environment, manage priorities, and maintain accurate CRM activity
• Highly motivated self-starter with strong organizational skills, strategic thinking, and results driven mindset

Company Overview