Sales Consultant (Financial Services)

Summary

TriNet provides comprehensive human resources solutions for small to midsize businesses, including payroll, benefits, and HR services. The Sales Consultant will pursue new prospects, build a pipeline and book of business, sell TriNet’s HR solutions to companies with 5-99 employees, and manage complex sales opportunities through proposal and closing stages.

Responsibilities

• Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees
• Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities
• Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly
• Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect’s decision-making system, to effectively gain successful business and long-term client relationships
• Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process
• Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities
• Achieve quota target by meeting sales activity metrics
• Complete all administrative tasks and duties in a timely manner
• Demonstrate TriNet’s core values daily
• Performs other duties as assigned
• Complies with all policies and standards

Skills

• Bachelor's degree desired; or equivalent education and/or related work experience
• Excellent verbal and written communication skills
• Ability to communicate with colleagues at all levels of the organization
• Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks
• Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet
• Ability to manage multiple priorities and sales opportunities at different stages
• Excellent verbal and written communication skills, interpersonal skills and presentation skills
• A proven dedication to high professional ethical standards and a diverse workplace
• Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities
• Experience with technology and common software and web applications, including MS Office and Salesforce.com
• Detail oriented
• Ability and willingness to travel to prospective clients' sites within your assigned territory
• Typically 3+ years B2B complex sales cycle preferred
• Proven PEO experience preferred

Qualifications

Must Haves

• Bachelor's degree desired; or equivalent education and/or related work experience
• Excellent verbal and written communication skills
• Ability to communicate with colleagues at all levels of the organization
• Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks
• Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet
• Ability to manage multiple priorities and sales opportunities at different stages
• Excellent verbal and written communication skills, interpersonal skills and presentation skills
• A proven dedication to high professional ethical standards and a diverse workplace
• Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities
• Experience with technology and common software and web applications, including MS Office and Salesforce.com
• Detail oriented
• Ability and willingness to travel to prospective clients' sites within your assigned territory

Nice to Haves

• Typically 3+ years B2B complex sales cycle preferred
• Proven PEO experience preferred

Benefits

• Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet’s commission plan.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees medical, dental, and vision plans.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees life and disability insurance.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees a 401(K) savings plan.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees an employee stock purchase plan.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees eleven (11) Company observed holidays.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees PTO.
• Subject to applicable eligibility requirements, TriNet offers permanent full-time employees a comprehensive leave program.
• Position may be considered remote and require reliable and consistent internet service.