Sales Advisor - HCM

About the Role

Your day-to-day responsibilities will include generating new sales opportunities, meeting with prospective clients to understand their payroll, tax, and HR challenges, and recommending appropriate solutions using UKG Ready and World Payroll and HR services. You will also demonstrate UKG Ready software and World Payroll and HR service offerings, clearly explaining features, benefits, and value to decision-makers.

The sales team at World Insurance Associates, LLC. is a dynamic and results-driven group, with a strong focus on collaboration and innovation. As a Sales Advisor, you will be an integral part of this team, working closely with internal partners to drive business growth and deliver exceptional customer experiences.

What You Will Do

• Generate new sales opportunities through networking, self-sourced prospecting, CRM activity, and collaboration with World Insurance Associates advisors and producers
• Meet with prospective clients to understand payroll, tax, and HR challenges and recommend appropriate solutions using UKG Ready and World Payroll and HR services
• Demonstrate UKG Ready software and World Payroll and HR service offerings, clearly explaining features, benefits, and value to decision-makers
• Develop and maintain strong relationships with internal referral partners, prospects, and clients to build a sustainable pipeline of opportunities
• Prepare proposals, assist with RFP responses, participate in negotiations, and close new business in alignment with sales targets and company objectives
• Partner with internal implementation and service teams to support a smooth transition for new clients, including submission of complete and accurate onboarding documentation
• Stay current on payroll, HR, and HCM industry trends, competitive offerings, and best practices to effectively position UKG Ready–based solutions
• Support sales, marketing, and channel initiatives and participate in cross-functional efforts to improve sales processes and client experience
• Perform other responsibilities as assigned to support the growth and success of World Payroll and HR

What We Are Looking For

• Two to five years of successful experience selling payroll, HCM, or HR technology and services, with demonstrated ability to meet or exceed sales goals
• Experience selling payroll or HCM solutions required, including familiarity with platforms such as UKG Ready
• Strong prospecting, negotiation, and closing skills, with a consultative approach to selling
• Excellent interpersonal, presentation, and written communication skills, with the ability to engage stakeholders at various levels
• 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
• Proficiency in Excel and other sales tools

Nice to Have

• Experience working with CRM systems and sales automation tools
• Familiarity with the UKG Ready platform and its applications
• Knowledge of HR and payroll industry trends and best practices

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a leading HCM solutions provider
• Collaborative and dynamic work environment
• Professional development and growth opportunities
• Flexible work arrangements, including remote work options
• Access to cutting-edge technology and tools
• Recognition and reward programs for outstanding performance

• Develop a strong understanding of the HCM industry, including trends, challenges, and best practices
• Build a robust portfolio of sales experience, with a focus on payroll and HR solutions
• Brush up on your Excel skills, as well as other sales tools and software
• Prepare to talk about your sales strategy and approach, including prospecting, negotiation, and closing techniques
• Research the company culture and values, and be prepared to discuss how you align with them
• Be ready to provide specific examples of your sales experience and successes, and how they relate to the role