PEO Sales Consultant

PEO Sales Consultant - New York

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation's largest insurance carriers.

Business Purpose

The PEO Sales Consultant serves as the primary driver of business development and revenue growth for Warner Pacific's PEO practice. By focusing on prospecting, broker relationships, consultative selling, and closing new business, this role expands Warner Pacific's market presence while partnering closely with the PEO Inside Sales Consultant, who manages sales execution, pipeline coordination, reporting, and implementation support. Together, these positions create a dedicated, scalable sales model that increases productivity, improves the broker experience, and supports Warner Pacific's long-term PEO growth strategy.

Position Summary

The PEO Sales Consultant is a dedicated business development professional responsible for driving the growth of Warner Pacific's PEO business throughout New York. Working as a strategic partner to the PEO Inside Sales Consultant, this role develops broker relationships, identifies new opportunities, delivers consultative PEO solutions, and leads the sales process from initial prospecting through close. Together, the Inside and the Sales Consultants function as a dedicated sales team focused on expanding Warner Pacific's PEO market presence.

Reports To

PEO Sales Leadership

Primary Responsibilities

Business Development & Sales

• Develop and manage a pipeline of new PEO opportunities through broker prospecting and relationship management.
• Meet with brokers and employer groups to identify PEO opportunities and present Warner Pacific's value proposition.
• Drive new broker recruitment by positioning Warner Pacific's PEO capabilities.
• Develop annual sales plans and achieve assigned production goals.
• Represent Warner Pacific at broker meetings, networking events, trade shows, and educational seminars.

Consultative Sales Leadership

• Serve as the primary PEO subject matter expert for brokers and Sales Consultants.
• Evaluate employer needs and recommend PEO solutions when appropriate.
• Lead sales presentations, finalist meetings, and proposal reviews.
• Negotiate opportunities and guide prospects through the sales process to close.

Partnership with the Inside Sales Consultant

• Work closely with the PEO Inside Sales Consultant to ensure opportunities move efficiently through the sales cycle.
• Delegate pipeline coordination, reporting, implementation tracking, and administrative activities to maximize time spent selling.
• Review pipeline activity, prioritize opportunities, and establish weekly sales objectives.
• Provide strategic direction on active opportunities while the Inside Sales Consultant coordinates execution.

Cross-Functional Collaboration

• Partner with Sales Consultants on joint sales opportunities while maintaining the established compensation structure.
• Collaborate with PEO partners, underwriting teams, and internal departments throughout the sales process.
• Support other Warner Pacific markets when specialized PEO expertise is needed.

Success Measures

• New broker relationships developed
• Qualified PEO pipeline
• New business production
• Close ratio
• Revenue growth
• Broker satisfaction
• Effective collaboration with the PEO Inside Sales Consultant

Qualifications

• 8+ years of employee benefits, PEO, or business-to-business sales experience.
• Demonstrated success developing broker relationships and generating new business.
• Strong consultative selling, presentation, and negotiation skills.
• Experience using Salesforce or comparable CRM systems.
• Knowledge of PEO, employee benefits, alternative funding strategies, and broker distribution is strongly preferred.

Compensation

• Salary Range* - $108,750- $145,000 annually, plus bonus.
• Actual compensation may vary from posting based on work experience, education and/or skill level.
• * The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

• As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities section, please apply! We look forward to hearing from you!
• Warner Pacific is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.