PEO Sales Executive – HR, Payroll & Workers’ Comp Solutions
Location: Utah (Travel required for client meetings and industry events)
About VertiSource HR VertiSource HR helps businesses streamline HR, reduce risk, and save time through flexible, full-service PEO module. As we expand nationally, we’re seeking a self-starter and results-driven Sales Executive to join our team and fuel our growth.
Key Responsibilities
- Identify and engage prospective clients for PEO, HR, payroll, and workers’ comp solutions through cold calling, emailing, and networking.
- Conduct needs assessments to uncover client pain points and deliver customized PEO proposals.
- Present and sell VertiSource HR’s Master Workers’ Comp Plan, emphasizing cost savings and compliance benefits.
- Manage and convert leads using HubSpot CRM and sales enablement tools.
- Navigate full sales cycles from initial contact through closing and onboarding.
- Maintain accurate CRM records and collaborate cross-functionally to ensure client satisfaction.
- Stay informed on PEO industry trends, regulations, and competitors.
- Developing a deep understanding of the PEO's services and how they benefit clients.
- Developing and maintaining strong relationships with clients and partners.
- Meeting or exceeding sales goals and revenue targets.
- Successfully negotiating and closing sales agreements.
- Working with other team members, such as sales support or account managers, to ensure a smooth sales process.
What Success Looks Like
- Consistently meeting or exceeding monthly and quarterly sales targets.
- Building a healthy sales pipeline through proactive outreach.
- Closing high-quality deals with long-term client retention.
- Representing VertiSource HR at trade shows, webinars, and networking events.
Required Qualifications
- 3+ years of B2B sales experience in PEO, HR outsourcing, insurance, payroll, risk management.
- Solid understanding of workers’ compensation and multi-state compliance.
- Proven ability to close deals and exceed quotas.
- Strong communication, consultative selling, and presentation skills.
- Proficiency in:
- HubSpot or comparable CRM
- Microsoft Office Suite
- Insurance Agency Management System - AMS
- Human Resource Information System - HRIS
- Canva or similar tools for sales visuals
- AI tools for sales prospecting and productivity
Preferred Qualifications
- Active Life & Health and/or P&C insurance license(s)
- Existing book of business or strong industry relationships
- Bachelor’s degree in Business, HR, Marketing, or related field
Compensation & Benefits
- Base salary + commission
- Health, dental, vision insurance
- 401(k) with company match
- PTO and paid holidays
Why Join VertiSource HR?
We value self-starters who bring creative energy, hustle, and a commitment to building lasting client relationships
You’ll be part of a collaborative, forward-thinking team that believes in simplifying HR while offering white-glove service. Our solutions aren’t one-size-fits-all—we build long-term partnerships that help businesses grow confidently and protect their people.