Sales Consultant (Financial Services)

About the role

As a Sales Consultant with TriNet, you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution—which includes access to benefits, payroll, and HR services—to companies with 5-99 employees within your designated territory.

You'll prospect and build your own book of business, own your opportunities, and execute your sales process with an organized calendar of activities. To exceed quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners, and other decision makers in midsize businesses.

Responsibilities

• Develop an annual plan to hit targets in a 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 to build a balanced pipeline through traditional means (cold calling, email, phone, LinkedIn) as well as by building and leveraging a diverse group of ecosystem partners for referrals and business development opportunities.
• Qualify or disqualify opportunities quickly using a strong understanding of the target market and decision-making personas.
• Establish trusted advisor relationships, both inside TriNet and within the prospect’s decision-making system, to effectively gain successful business and long-term client relationships.
• Utilize a sophisticated, multi-step selling process with defined criteria, executive sponsorship, and internal business processes. Balance multiple complex opportunities in parallel through a typical 3-6-month sales cycle.
• Use sales tools and systems, including Salesforce.com, LinkedIn Sales Navigator, ZoomInfo, and quoting tools, to efficiently manage daily activities.
• Achieve quota targets by meeting sales activity metrics.
• Complete all administrative tasks and duties in a timely manner.
• Demonstrate TriNet’s core values daily.
• Perform other duties as assigned and comply with all policies and standards.

Requirements

• Bachelor's Degree or equivalent experience preferred.
• Typically 1+ years of B2B complex sales cycle experience required.

Skills

• 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.
• Strong interpersonal and presentation skills.
• 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 priorities.
• Experience with technology and common software and web applications, including MS Office and Salesforce.com.
• Detail-oriented.

Travel

Ability and willingness to travel to prospective clients' sites within your assigned territory.

Work Environment

Work in a clean, pleasant, and comfortable office or home setting. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions of this job.

Pay

The salary range for this role is $67,500.00 to $91,350.00. The candidate’s final salary offer will be based on skills, education, work location, and experience. Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet’s commission plan.

Benefits

Subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits, including:

• Medical, dental, and vision plans.
• Life and disability insurance.
• A 401(K) savings plan.
• An employee stock purchase plan.
• Eleven (11) Company observed holidays.
• Paid time off (PTO) and a comprehensive leave program.

For detailed information about our benefits offerings, visit TriNet Benefits.