Payroll Client Advisor (Fintech)

Location: California, United States; candidates must live in the area relative to the job posting location. The role requires at least 50% field work and an onsite presence for collaboration, team leadership, and cross-functional partnership.

Compensation: $90,000–$105,000+ in first-year earnings for top performers through uncapped weekly commissions, lifetime residuals, and portfolio equity. The stated base compensation range is $0–$0.

Company

Acrisure's Auris is a payroll and HR technology and services provider for small and medium-sized businesses, serving more than 50,000 businesses.

What you will do

• Prospect new small and mid-sized business clients and set initial appointments.
• Present Auris payroll and business solutions in person and by phone, uncover client needs, and close sales.
• Build referral partnerships and maintain regular communication with payroll territory and division managers.
• Maintain client and prospect records, call notes, scheduled interactions, and contact information in the Atlas CRM.
• Use the tablet-based CRM for lead generation, sales presentations, client financial analysis, and paperless contract processing.
• Attend weekly team meetings and one-on-one meetings while meeting minimum production requirements.

Requirements

• At least two years of relevant experience.
• Excellent prospecting, communication, presentation, and networking skills.
• Ability to work independently and as part of a team, with a driven and accountable approach to measurable results.
• Valid driver's license and automobile insurance.
• Successful completion of a pre-employment background check.
• Must be at least 18 years old and comfortable with field work at least 50% of the time.

Nice to have

• High school diploma or GED.
• Previous B2B sales experience.
• Experience with CRM tools such as Salesforce or HubSpot.

Culture & Benefits

• W-2 employment with medical, dental, vision, life, and disability insurance.
• Uncapped weekly commissions, lifetime residuals, and portfolio equity.
• 401(k) plan with matching, immediate vesting, HSA and FSA options, and commuter benefits.
• Paid time off, holidays, sick time, maternity and paternity leave, and an Employee Assistance Program.
• Fertility, wellness, legal plan, pet insurance, employee discounts, and Calm app subscription.

Hiring process

• Initial appointments are conducted with coaching and accompaniment from a Payroll Division Manager or Payroll Territory Manager during training.
• Final candidates complete post-offer verification processes in accordance with applicable laws.