PEO Advisor

Job DescriptionJob Description

Job description

Overview

Selling PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales consulting organization

Responsibilities

• Under general supervision of Sales management and within specific quota attainment guidelines for the position.

• Leverage Go-to-Market Sales Strategy to identify customers’ needs and present the value proposition to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.

• Scheduling appointments and visiting potential and current referral sources, specifically the insurance broker / CPA channel to secure referrals to end users.

• Prospecting for new clients and new referral sources outside of the provided prospect base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management.

• Analyzing the prospects’ needs and interests, determining which products / services are appropriate and referring to the correct sales partner to ensure client satisfaction.

• Completing and submitting accurate new business paperwork, and weekly activity reports by agreed upon dates set by Sales management.

• Onboard PEO clients, following policies and procedures to ensure a smooth transition onto the PEO service. Expediting the resolution of client problems or complaints to facilitate a positive onboarding experience.

• Projecting a positive image in representing the Corporation to clients and the community to create Sales opportunities

• Attend partner meetings to educate on PEO services and processes.

• Achieving and continually develop technical, competitive and sales skills knowledge to effectively represent PEO Sales organization.

Qualifications

• H.S. Diploma - Required

• 5 years of experience in Relevant sales/sales management experience or the equivalent combination of education and experience.

• Valid Driver’s License Required

This position is best suited for

• PEO sales overachievers that are looking for more flexibility & independence and want to create a passive income stream overtime
• Individuals who are looking for a unique ground level opportunity with a growing organization
• Individuals comfortable working on commission only

Company DescriptionPBW&HR is a rapidly growing HR company. We service a variety of businesses both small and large with our scalable cloud based payroll & HR platforms + innovative group health insurance offerings + PEO placement services. In an industry where clients are typically treated like a number, PBW&HR offers the best of both worlds...powerful payroll & HR services coupled with boutique style service that our clients love.Company DescriptionPBW&HR is a rapidly growing HR company. We service a variety of businesses both small and large with our scalable cloud based payroll & HR platforms + innovative group health insurance offerings + PEO placement services. In an industry where clients are typically treated like a number, PBW&HR offers the best of both worlds...powerful payroll & HR services coupled with boutique style service that our clients love.

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