Benefit Advisory Services Consultant
Core
Advise prospects and clients on benefit plan design, contribution strategies, and alignment with TriNet-sponsored benefits to support sales efforts and renewals.
Role type
Benefits Advisory Services Consultant (Sales Support)
Builds
TriNet's comprehensive HR and benefits solutions for small to midsize businesses (SMBs)
Domain
Human Resources / Employee Benefits / Insurance
Deliverable
client delivery
Required skills
group health insurance expertise, benefits plan design, contribution strategy evaluation, regulatory compliance (ACA), sales cycle knowledge, virtual/in-person presentation, consultative questioning, Salesforce proficiency
Preferred skills
benefits administration, benefits customer support, renewal execution, open enrollment management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Provide benefits consultation and education to Revenue teams; Serve as a trusted advisor on contribution strategies; Generate and deliver benefits collateral and knowledge; Participate in renewal execution activities; Serve as a Subject Matter Expert (SME) in support calls and training; Engage with internal teams on critical projects
Seniority
Mid-level, hands-on IC