Sales Consultant (Financial Services)

Job Title

Sales Consultant

Job Description

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.

Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody's perfect and we encourage you to apply. You may just be the right candidate for this or other roles.

Job Summary As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution which includes access to benefits, payroll, and HR services to companies with 5-99 employees within your designated territory. You'll prospect and build your own book of business, own your opportunities and execute your sales process an organized calendar of activities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses.

Essential Duties/Responsibilities

• Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees.
• Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities.
• Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly.
• Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect's decision-making system, to effectively gain successful business and long-term client relationships.
• Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process.
• Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities.
• Achieve quota target by meeting sales activity metrics.
• Complete all administrative tasks and duties in a timely manner.
• Demonstrate TriNet's core values daily.

Required for All Jobs

• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

• Bachelor's degree desired; or equivalent education and/or related work experience.

Experience Qualifications

• Typically 3+ years B2B complex sales cycle preferred.
• Proven PEO experience preferred

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 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.

Travel Requirements

Ability and willingness to travel to prospective clients' sites within your assigned territory.

Work Environment

Work in clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. Position may be considered remote and require reliable and consistent internet service.

Salary

The salary range for this role is $70,875.00 to $95,700.00. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience.

Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet's commission plan.

Benefits

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees 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.

Job Info

• Job Identification 3003919
• Job Category Sales
• Posting Date 09/14/2026, 02:42 PM
• Job Schedule Full time
• Locations 1 Park Pl, Dublin, CA, 94568, US