Payroll Client Advsor

Responsibilities

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, 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
• Responsible for training and coaching Senior Product Advisors (SPAs), who report to them
• Provide status updates to reporting PDM
• 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
• Payroll Territory Manager
• 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 50% of the time
• High school diploma/GED
• At least 6 years of relevant experience
• At least 1-2 years of supervisory experience
• 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.
• #auris
• Pay Details:
• The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
• 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, thr

Benefits

Additional Information

Job Description 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 Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and maintaining regular communication with the PDM. Additionally, the PTM is responsible for training and coaching Senior Product Advisors (SPAs), who report to them. Your role as the PTM is to close sales of our business solutions with clients throughout the area. You will work closely with your local PDM to set appointments with business owners over the phone, face to face, through your network, and via referral partnerships that you build. You will then run scheduled appointments, uncover needs and present Heartland payroll solutions to close sales in small to mid-sized businesses. During the training period, your PDM 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. You will also accompany SPA's on their initial appointments to train. After training you will have the opportunity to set up your own work schedule to maximize the upside of the residuals on the business you bring in.

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