Sales Consultant (Financial Services)

TriNet•Columbus, OH

17h•$67,500 - $95,700

About The Position

TriNet is a provider of comprehensive human resources solutions for small and midsize businesses. The Sales Consultant pursues new prospects and sells TriNet’s HR solution—which includes benefits, payroll, and HR services—to companies with 5–99 employees in an assigned territory. The role builds a personal book of business, manages sales opportunities, and organizes sales activities to exceed quota. The Sales Consultant develops territory plans, builds a pipeline through direct prospecting and referral partnerships, qualifies opportunities, and uses consultative selling to establish trusted relationships with prospects and internal stakeholders. The role manages multiple opportunities through a defined, multi-step sales process that typically lasts 3–6 months, including sales meetings, proposals, approvals, and presentations to executives, business owners, and other decision-makers. The position also uses sales systems and quoting tools to manage activities, meets sales activity metrics, completes administrative duties, and demonstrates TriNet’s core values. The role requires travel to prospective clients’ sites within the assigned territory. The work may be performed in a clean, pleasant, and comfortable office or home setting. The posted salary range is $67,500–$95,700, with sales commissions available under TriNet’s commission plan. Eligible permanent full-time employees may receive medical, dental, and vision plans; life and disability insurance; a 401(k) savings plan; an employee stock purchase plan; 11 company-observed holidays; PTO; and a comprehensive leave program.

Requirements

Typically 3+ years of experience in B2B complex sales cycles preferred.
Excellent verbal and written communication skills.
Ability to communicate with colleagues at all levels of the organization.
Ability to build a personal book of business through prospecting, sourcing, and establishing and maximizing partner and referral networks.
Ability to build ecosystem partnerships and business referral relationships.
Ability to manage multiple priorities and sales opportunities at different stages.
Strong interpersonal and presentation skills.
Dedication to high professional ethical standards and a diverse workplace.
Ability to adapt to a fast-paced, continually evolving business environment while 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 the assigned territory.

Nice To Haves

Bachelor’s degree or equivalent experience preferred.
Experience with B2B complex sales cycles, typically 3+ years, preferred.

Responsibilities

Develop an annual plan to meet sales targets in the assigned territory, typically covering multiple states and/or regions and a diverse range of industries.
Build a balanced pipeline of target prospects through cold calling, email, phone, LinkedIn, and ecosystem partners that provide referrals and business-development opportunities.
Qualify or disqualify opportunities using an understanding of the target market and decision-making personas.
Establish trusted-advisor relationships within TriNet and with prospects to win business and build long-term client relationships.
Manage multiple complex opportunities in parallel through the defined multi-step sales process, typically lasting 3–6 months.
Conduct sales meetings, write proposals, gain approvals, and present proposals to prospective clients, including C-level executives, business owners, and other decision-makers.
Use Salesforce.com, LinkedIn Sales Navigator, ZoomInfo, and quoting tools to manage daily sales activities.
Meet sales activity metrics and quota targets.
Complete administrative tasks and duties in a timely manner.
Demonstrate TriNet’s core values and comply with company policies and standards.
Perform other duties as assigned.
Travel to prospective clients’ sites within the assigned territory.