Business Consultant

About the role

The Business Consultant identifies and cultivates new business opportunities through networking, channel partners, and self-generated leads. This role owns the entire sales cycle, from prospecting key decision-makers to negotiating pricing, finalizing service agreements, and ensuring smooth post-sale implementation. The Business Consultant maintains an accurate sales pipeline, meets monthly, quarterly, and annual sales goals, and drives strategic client relationships.

Responsibilities

• Proactively generate new business opportunities within the designated territory.
• Continuously expand knowledge of industry trends, products, services, and broker practices.
• Conduct thorough analysis, planning, and implementation of products and services tailored to client needs.
• Monitor competitors' initiatives and analyze potential competitive threats.
• Ensure accuracy, timeliness, and efficiency of all services provided to assigned clients.
• Schedule and conduct regular client meetings to address questions and concerns during implementation.
• Collect and analyze data to provide strategic guidance on products, services, marketing, and sales.
• Prepare concise and impactful executive summaries for client presentations.
• Develop lead generation strategies and use CRM (Salesforce) to track activities.
• Consistently meet or exceed monthly and quarterly sales quotas.
• Complete and submit accurate new business paperwork, expense reports, and weekly activity reports by deadlines.
• Participate in monthly consulting meetings and provide training and coaching to team members.
• Frequent domestic travel for team onsite meetings, client visits, customer events, industry conferences, and training (may include air travel, ground transportation, or public transit).
• Build, maintain, and promote relationships with team members, peers, and other company stakeholders to ensure effective coordination.
• Attend webinars and training to stay updated on best practices.
• Complete projects and other duties as assigned by supervisor.