Sales Advisor - PEO Conversion Focus

Sales Advisor – PEO Conversion Focus

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 payroll and HCM solutions that help organizations streamline payroll processing, remain compliant, and better manage their workforce. We are seeking a Sales Advisor with PEO experience to drive growth by targeting mid-market employers currently operating within a PEO model and transitioning them to a more comprehensive personalized system with World Payroll and HR services.

Job Summary

The Sales Advisor is responsible for driving new revenue by identifying, engaging, and converting mid-market employers currently in PEO arrangements to World Payroll and HR’s payroll and HR outsourcing model using UKG Ready. (think of World Payroll & HR as a deconstructed PEO solution) This role requires a strong understanding of PEO structures & pricing models. The Sales Advisor will consult with prospects to evaluate their current PEO relationship, identify cost, control, and flexibility gaps, and position WPHR as a strategic alternative. This role manages the full sales lifecycle, from prospecting through close and coordination of transition off the PEO.

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.
  
  

Qualifications:

• Experience: Two to five years of successful experience selling PEO services.
• PEO Expertise: Strong working knowledge of PEO structures, co-employment relationships, benefits administration within a PEO, and common challenges employers face when exiting a PEO.
• Sales Skills: Proven ability to lead consultative, value-based sales conversations, including cost analysis, objection handling, and complex decision making.
• Communication: Excellent interpersonal, presentation, and written communication skills, with the ability to educate prospects on complex PEO and payroll topics.
• 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.