Sales Advisor - HCM

Sales Advisor

Overview

World Payroll and HR (WPHR), a division of World Insurance Associates, provides payroll, tax, and HR outsourcing services to small and middle market employers across the United States. Using the UKG Ready platform, WPHR delivers comprehensive HCM solutions that help clients streamline payroll processing, remain compliant, and better manage their workforce. We are seeking a Sales Advisor to support the continued growth of our payroll and HR services by developing new business relationships and expanding existing referral partnerships.

Job Summary

The Sales Advisor is responsible for driving new revenue through prospecting, relationship development, and consultative selling of payroll and HR solutions delivered through the UKG Ready platform. This role focuses on understanding client business needs and positioning World Payroll and HR services and technology as solutions that create long term value. The Sales Advisor collaborates closely with internal partners and referral sources to manage the full sales lifecycle, from lead generation through close and transition to implementation.

Responsibilities

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

Qualifications

• Experience: Two to five years of successful experience selling payroll, HCM, or HR technology and services, with demonstrated ability to meet or exceed sales goals.
• Industry Knowledge: Experience selling payroll or HCM solutions required, including familiarity with platforms such as UKG Ready.
• Sales Skills: Strong prospecting, negotiation, and closing skills, with a consultative approach to selling.
• Communication: Excellent interpersonal, presentation, and written communication skills, with the ability to engage stakeholders at various levels.
• Self Management: Ability to work independently in a fast-paced environment, manage priorities, and maintain accurate CRM activity.
• Professional Traits: Highly motivated self-starter with strong organizational skills, strategic thinking, and results driven mindset.