- Prospect: Consistently work on building a balanced pipeline of target prospects through building trusted relationships with COI's, as well as traditional means of prospecting (cold calling, email, phone, LinkedIn) and leveraging a diverse group of internal partners to provide referrals and business development opportunities.
- Qualifying opportunities: Strong understanding of best-fit opportunities and decision-making personas will help to qualify or disqualify quickly.
- Value & Consultative Selling: Establish a trusted advisor relationship, both inside of OneDigital 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 Zoho CRM, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities.
- Achieve sales goals by meeting sales activity metrics
- Complete all administrative tasks and duties in a timely manner
- Other projects and responsibilities may be added at the manager's discretion.
- 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 OneDigital.
- 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 CRM's.
- Detail oriented.
- 5+ years' experience in B2B complex sales cycle role.
- Proven PEO experience is a plus.
- Equipment for daily performance will be provided.
- Ability and willingness to travel to prospective clients' sites, as well as internal & external business meetings and trainings as needed.
- Work in clean, pleasant, and comfortable office setting or a hybrid work-from-home + office environment.
- 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 individuals with disabilities to perform the essential functions.
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Description
Our Newest Opportunity:
Role Objectives:
The Business Consultant provides resources to potential clients on Human Resources, Payroll, Risk Management and Benefit solutions. Must prospect through cold calling, foot canvasing, telemarketing leads, etc.; set first appointments, present proposals and close business on a regular basis.
Key Responsibilities
Preferred Skills
Required Experience
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job operates in an indoor office environment.