Sales Consultant (Financial Services)
$70,875–$95,700 year
On-siteCalifornia, United States
Job Summary
Develop an annual sales plan to hit targets across multiple states and regions, focusing on midsize businesses with 5-99 employees. Prospect and build a balanced pipeline through cold calling, email, LinkedIn, and ecosystem partners while utilizing Salesforce.com, LinkedIn Sales Navigator, and Zoominfo to manage daily activities. Qualify opportunities by understanding target market personas, then execute a multi-step selling process involving sales meetings, proposal writing, and presentations to C-level executives and business owners. Balance complex opportunities in parallel through a typical 3-6 month sales cycle to exceed quota targets and establish trusted advisor relationships for long-term client retention.
Required Qualifications
- Bachelor's degree desired; or equivalent education and/or related work experience
- 1+ years' experience in B2B complex sales cycle role required
- 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
- Excellent verbal and written communication skills, interpersonal skills and presentation skills
- A 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
- Ability and willingness to travel to prospective clients' sites within your assigned territory
Desired Qualifications
- Proven PEO experience preferred
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