Sales Consultant (Financial Services)

A Brief Overview

A Sales Consultant with TriNet helps businesses achieve success through HR solutions by prospecting, building a pipeline, qualifying opportunities, and executing a sales process. Key responsibilities include developing an annual plan, building a network of prospects, managing sales cycles, and demonstrating TriNet's core values.

What You Will Do

• Develop an annual plan targeting defined territories.
• Prospect using various methods like cold calling, email, phone, and LinkedIn.
• Build and leverage a diverse group of ecosystem partners for referrals and business development.
• Establish a trusted advisor relationship with both TriNet and the prospect's decision-makers.
• Utilize a sophisticated multi-step selling process with defined criteria and internal business processes.
• Manage multiple complex opportunities in parallel through the sales process stages.
• Use sales tools and systems such as Salesforce.com, LinkedIn Sales Navigator, Zoominfo, and quoting tools.
• Achieve sales activity metrics and meet quota targets.
• Complete administrative tasks and duties promptly.
• Demonstrate TriNet's core values daily.
• Perform other duties as assigned.

Education Qualifications

A Bachelor's Degree or equivalent experience is preferred.

Experience Qualifications

• Typically 3+ years of B2B complex sales cycle experience.

Skills And Abilities

• 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 manage multiple priorities and sales opportunities at different stages.
• 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.

Travel Requirements

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.

Salary Range

The salary range for this role is $67,500.00 to $95,700.00. Final salary offer will be based on skills, education, work location, and experience.

Benefits

TriNet offers 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, PTO, and a comprehensive leave program. For more details, please visit: https://www.trinet.com/documents/blt5b61a1040aae1904.