Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
Attend weekly team meeting and weekly one-on-one with leader
Additional responsibilities may be assigned as needed
Requirements
18 years of age or older
Valid Driver's License and valid automobile insurance
Successful completion of pre-employment background check
Must live in area relative to job posting location
At least two years of relevant experience
Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales "hunter"
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Accountable for measurable, high-quality, timely results
Ability to be in the field, a minimum of 50% of the time
High school diploma/GED
Prior experience in a B2B Sales role
Prior experience with a CRM tool, such as Salesforce or Hubspot
Competencies
Awareness
Driven
Resilient
Respectful
Committedness
Compensation (pay transparency) and Benefits
It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.
***State Specific***
Nevada and Colorado
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness
Benefits
Health insuranceDental insuranceVision insurance401(k)Equity / stock options
Additional Information
About Auris
Auris is the payroll and HR partner built for small and medium-sized business who can't afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.
Job Summary
Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).
Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.
During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.
Acrisure · 100 East Main Street - Oklahoma City, OK