Business Consultant

Role Overview

• Proactively generate new business opportunities within the designated territory.
• Consistently meet or exceed monthly and quarterly sales quotas.
• Continuously expand knowledge of the industry trends, new products, services and Broker practices.
• Stay informed about competitors' initiatives and analyze potential competitive threats.
• Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients.
• Oversee the preparation and execution of renewal proposals and processes for existing clients.
• Prepare concise and impactful executive summaries for client presentations.
• Develop lead generation strategies and effectively use CRM (Salesforce) to track activities.
• Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management.
• Participate in monthly consulting meetings and provide training and coaching to other team members.
• Frequent domestic and occasional international travel will be required to attend team onsite meetings, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation.
• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Requirements

• Bachelor's degree or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• At least two years' progressive sales experience with payroll, HCM, PEO, or BPO type of B2B intangible sale.
• Previous experience and proficiency with CRM tools (Salesforce or similar) preferred.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.
• This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.
• Must possess a valid passport and be willing to travel internationally on occasion.

Benefits

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term Client ability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.