Benefit Advisory Services Consultant

Mosaic.tech; Dublin (CA); On-site; USD 58,000 - 98,000; Full time

Job summary

TriNet is a leading provider of comprehensive HR solutions. We seek a Benefits Advisory Services Consultant to advise prospects and clients on plan design, contribution strategies, and TriNet-sponsored benefits.

You will support sales, renewals, and plan-year deliverables while collaborating with Sales, Customer Support, and internal teams to ensure compliant guidance. The ideal candidate has a Bachelor's degree and 2+ years in group benefits/insurance sales or client-facing benefits education

Qualifications

• Bachelor's degree or equivalent experience required.
• 2+ years with group benefits/insurance sales as a consultant or account manager.
• Experience in benefits administration, renewals, and open enrollment preferred.

Responsibilities

• Provide benefits consultation and education for Revenue teams and clients.
• Serve as trusted advisor to evaluate contribution strategies.
• Create and deliver benefits collateral for pre-sale and ACA compliance knowledge.
• Participate in renewal activities, including plan changes and renewal rates.
• Act as SME in benefit training, open enrollment meetings, and renewals.

Skills

Benefits knowledge

Sales cycles

Communication

Presentation

Consultative approach

Customer-focused

Ethical standards

Organization

Salesforce

Education

Bachelor's Degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So, if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.

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’ custom to their business needs while ensuring 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 but not limited to the 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 (SME) 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.
• Performs other duties as assigned
• Complies with all policies and standards

Education Qualifications

• Bachelor's Degree or equivalent experience required

Experience Qualifications

• Typical 2+ years with group benefits/insurance sales as a consultant or Account Manager required or
• Typical 2+ years
• 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 communications skills
• Proficient in Microsoft Office Suite and working knowledge Salesforce

Licenses and Certifications

• Life and Health License within 60 Days required

Travel Requirements

Some travel required

Work Environment

• Work in clean, pleasant, and comfortable office or home setting. 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 persons with disabilities to perform the essential functions.

The preferred location for this role is Dublin, CA, 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 Dublin. All qualified internal candidates are encouraged to apply and consider relocation to Dublin 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. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

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.