[Remote] Inside Sales - Payroll Solutions

Note: The job is a remote job and is open to candidates in USA. NewtekOne is a financial holding company providing banking, payroll, technology, and other business solutions to small and medium-sized businesses. The Inside Sales - Payroll Solutions role manages inbound and internal payroll referrals, conducts needs assessments, presents and closes payroll solutions, and identifies opportunities for additional Newtek services.

Responsibilities

• Develop new business opportunities with existing clients to expand our clientele and build our business
• Prepare the client proposals using pricing within set guidelines
• Commit to departmental and individual quotas/goals
• Manage and close inbound and internal payroll referrals using a consultative, sales-first approach
• Conduct discovery conversations with business owners and decision-makers to assess payroll and HR needs
• Present and close payroll solutions using instant quoting and simplified pricing models
• Own the sales process from initial contact through closing and handoff
• Maintain a consistent pipeline and meet volume-based production goals
• Engage in frequent daily client conversations in a fast-paced sales environment
• Identify opportunities to introduce additional Newtek solutions, including banking, lending, insurance, payments, and benefits
• Collaborate closely with internal relationship managers and partners to support overall client growth

Skills

• High School or equivalent experience
• A minimum of 6 months of related B2B preferably in payroll
• Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required
• Excellent professional oral, written and presentation skills
• Bilingual a plus or may be required based on company needs
• Strong persuasion and closing skills, particularly in fast-moving sales cycles
• Comfortable managing a high volume of small to mid-sized business opportunities
• Ability to clearly explain pricing and value to business owners
• Organized, accountable, and able to manage multiple opportunities simultaneously
• Experience in business development/lead generation, business consulting, sales and marketing
• Prior experience in payroll sales, HCM sales, or related B2B SaaS sales
• College degree preferred but not required; relevant sales experience is more important

Benefits

• Performance bonuses tied to production and volume
• Employee Accountability Program allows for additional earnings available through enhanced products and solutions such as banking, lending, merchant services, insurance, technology and other Newtek solutions
• Comprehensive health benefit program including medical, dental, vision, Voluntary Life and AD&D, LTD, company paid Basic Life/AD&D and STD
• 401(k) with employer match
• Employee Stock Purchase Plan
• Ongoing training and support across payroll and broader business solutions

Company Overview