Benefit Advisory Services Consultant

TriNet; Atlanta (GA); On-site; USD 57,800 - 97,500; Full time

Benefits offered by this job

Bonus plan

401(k) savings plan

Employee stock purchase plan

Holidays and PTO

Job summary

TriNet seeks a Benefits Advisory Services Consultant to guide prospects and clients on benefit plan design, contribution strategies, and alignment with TriNet-sponsored benefits. You will partner with Sales, Customer Support, and internal teams to deliver compliant guidance and enhance client satisfaction and sales outcomes.

The role emphasizes open enrollment support, renewal activities, and in-depth benefit knowledge across the TriNet portfolio.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Typically 2+ years with group benefits/insurance sales as a consultant or account manager.
• Experience in benefits administration, renewals, and client-facing education preferred.

Responsibilities

• Provide benefits consultation and education for Revenue teams and clients, ensuring compliance.
• Serve as trusted advisor to prospects and clients on contribution strategies meeting organizational goals.
• Create and deliver benefits collateral and knowledge pre-sale for TriNet sales and ecosystem.

Skills

Benefits knowledge

Sales acumen

Presentation skills

Questioning skills

Client relationship

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

MS Office

Job description

A Brief Overview

The Benefits Advisory Services Consultant advises prospects and clients on benefit plan design, contribution strategies, and alignment with TriNet-sponsored benefits. This role supports sales efforts, renewals, and plan-year deliverables while helping position TriNet’s benefits offerings. The consultant partners with Sales, Customer Support, and internal teams to deliver consistent, compliant benefits guidance, directly influencing client satisfaction, sales outcomes, and TriNet’s long-term success.

What You Will Do

• Provide benefits consultation and education for Revenue teams in support of prospects and clients, ensuring a high-quality experience and regulatory compliance.
• Serve as a trusted advisor to prospects and clients, helping them evaluate contribution strategies that meet their organizational goals.
• Generate and deliver informative collateral and benefits knowledge pre‑sale to TriNet sales colleagues and the extended TriNet ecosystem, including utilization of various support tools related to benefits and plan comparison(s) and ACA compliance knowledge.
• Participate in renewal execution activities including preparation work (reviewing plan changes, renewal rates, and trends), pre‑renewal questions, renewal extensions, and applicable system testing/quality checks.
• Serve as a subject‑matter expert in benefit‑relevant support calls, benefit training, open enrollment meetings, renewal meetings, and virtual presentations.
• Engage and partner with internal teams on critical and ongoing projects in support of department and corporate goals.
• Expand benefits knowledge, experience, and capabilities by participating in professional development and training.
• Perform other duties as assigned.
• Comply with all policies and standards.

Education Qualifications

• Bachelor’s degree or equivalent experience required.

Experience Qualifications

• Typically 2+ years with group benefits/insurance sales as a consultant or account manager required.
• Experience in benefits administration, benefits customer support related to renewals, open enrollment, and/or client‑facing benefits education preferred (required).

Skills and Abilities

• Developing knowledge and understanding of sales cycles and interacting with decision‑makers in a variety of industries.
• Must have a comprehensive understanding of a wide range of benefits and insurance products. Solid understanding of group health insurance is critical, as is the desire to serve as a subject‑matter expert.
• Demonstrated critical thinking skills.
• Ability to communicate with individuals at all levels of an organization.
• Presentation and facilitation skills for virtual and/or in‑person employee education sessions.
• Consultative approach with ability to ask effective questions and connect benefits guidance to business needs.
• Customer‑focused mindset; able to resolve issues within scope and elevate appropriately.
• Self‑starter with the ability to work both independently and collaboratively with a team, along with attention to detail.
• Clear and precise understanding and adherence to ethical principles, company values, code of conduct and policies.
• Ability to organize and prioritize work to ensure timely, effective, efficient, and economic delivery of services.
• Desire to deepen knowledge related to current and future TriNet products and services.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite and working knowledge of Salesforce.

Licenses and Certifications

• Life and Health License within 60 days required.

Travel Requirements

Some travel required.

Work Environment

• Work in a clean, pleasant, and comfortable office or home setting. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions of this job.

The preferred location for this role is Atlanta, GA, and the salary range for this location is $57,800.00 to $97,500.00. All qualified external applicants will be considered for an in‑office role, based in Atlanta. All qualified internal candidates are encouraged to apply and consider relocation to Atlanta and may be considered for remote hire at the company’s discretion. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.

A candidate’s compensation may also include bonuses consistent with TriNet’s corporate bonus plan.

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.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact [e-mail] to request such an accommodation.