Sales Consultant, Financial Services

Trinet   •  


Industry: Professional, Scientific & Technical Services


5 - 7 years

Posted 183 days ago

This job is no longer available.

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.
TriNet has a nationwide presence and an experienced executive team.  Our stock is publicly traded on the NYSE under the ticker symbol TNET.  If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.
We’re adding a Sales Consultant to our Financial Services vertical team. Successful Sales Consultants in this vertical love the sales process, excel at making data driven decisions, understand the needs of the Financial Services industry and are passionate about helping Financial Services businesses compete in today’s market. They understand how to turn a cold call into a face-to-face meeting, and then how to work with that prospect to create value for both that potential client and TriNet. They also thrive in high-growth environments with the ability to make an impact.
As a Sales Consultant in the Financial Services vertical, you will be responsible for selling our core Professional Employer Organization (PEO) services to new and/or established Financial Services businesses (typically less than 500 employees). You will work with these business owners and their leaders to help them contain costs, simplify administration, and minimize employer-related risk while providing excellent service to their employees by moving them to a consolidated HR model.
Sales Consultants target and convert prospects into clients with their thorough understanding of TriNet’s value proposition and their ability to quantify that benefit for clients. You will write proposals, gain appropriate approvals, and present those proposals to your prospective clients. You will utilize data to position products and enable customers to understand how TriNet’s products and services will impact their own P&L. You are also responsible for or meeting the yearly sales quota of Worksite Employees (WSE) by identifying, prospecting, presenting, proposing and closing our PEO services to C-level executives within TriNet’s defined verticals.  
ESSENTIAL DUTIES/RESPONSIBILITIES • Find and develop prospects by heavy networking, referrals, cold calling, direct selling, business development through support organizations, and Centers of Influence • Employ consultative selling and establish a trusted advisor relationship in order to determine the prospect's needs, create engagement, alignment, desire, and acceptance • Sell our core Professional Employer Organization (PEO) services to C-level executives at prospective small businesses by quantifying TriNet’s benefits and value proposition   • Work with business owners and their leaders to help them contain costs, simplify administration, and minimize employer-related risk by moving to a consolidated HR model • Write proposals, gain appropriate approvals, and present approved proposals to prospective clients • Utilize data to position products and involve the prospective customer in determining how various capabilities, products and services impact not only their P&L but also their ability to efficiently run their organization • Responsible for concurrently moving a number of prospects through sequential stages of sales process:  initial prospect meeting, request for proposal data gathering, benefits comparison, technology demonstration, proposal presentation, and close. • Achieve the quota target by meeting sales metrics that drive business opportunities • Complete all administrative tasks and duties in a timely manner • Demonstrate POISE , TriNet’s core values, at all times • Other projects and responsibilities may be added at the manager’s discretion.
JOB REQUIREMENTS AND QUALIFICATIONS Education: Bachelor’s degree is a plus; or equivalent combination of education and experience. Training Requirements (licenses, programs, or certificates): None
Experience:  • Minimum 3-5 years’ experience in consultative sales  • Minimum 5 years of B2B sales experience required • Previous experience with developing own leads and prospecting for brand new business • Human Capital Management industry experience a plus • Prior experience selling in one of the following industries is a plus: SaaS, HRO, BPO • Experience making Financial Services connections in local market • Previous Financial Services experience. Should have sold to or worked at a Financial Services organization  Other Knowledge, Skills and Abilities:  • Excellent verbal and written communication skills • Ability to communicate with employees at all levels of the organization • Strong knowledge and understanding of both state and federal employment laws  • Excellent interpersonal skills  • Excellent presentation and facilitation skills • A demonstrated commitment to high professional ethical standards and a diverse workplace • Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities  • Ability to use technology and common software and web applications, including MS Office and • Understanding of the different types of financial service businesses (venture capital, private equity, hedge, banking and insurance, asset management, wealth management, lending, financial-technology, prime brokerage)