Lead Benefit Advisory Services Consultant

TriNet; Dublin (CA); On-site; USD 95,600 - 179,250; Full time

Benefits offered by this job

Medical, dental, and vision plans

Life and disability insurance

401(K) savings plan

Employee stock purchase plan

11 company-observed holidays

PTO and comprehensive leave program

Job summary

TriNet, a leading provider of comprehensive HR solutions, seeks a Lead Benefit Advisory Services Consultant in Dublin, CA. This advanced individual contributor applies broad benefits and renewal expertise to complex client and field assignments.

You will lead advisory initiatives, coach colleagues, support sales and renewal efforts, and ensure compliant, strategic guidance across Revenue and Insurance Services.

Qualifications

• Bachelor's Degree or equivalent experience required.
• 8+ years in group benefits, insurance sales, brokerage, or related field.
• 2+ years of account management or client-facing consulting preferred.
• 3+ years in benefits administration or renewals or education preferred.

Responsibilities

• Lead complex benefit advisory initiatives and cross-functional projects.
• Drive renewal execution and analyze plan changes and trends.
• Develop consultative collateral and field-facing tools.
• Coach and mentor less experienced consultants.
• Maintain knowledge of TriNet products and market trends.

Skills

Benefit consulting

Client-facing

Renewal strategy

Sales support

Cross-functional collab

Education

Bachelor's Degree or equivalent experience

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.

Lead Benefit Advisory Services Consultant

The Lead Benefit Advisory Services Consultant is an advanced professional individual contributor who applies broad benefits, insurance, renewal, and consultative expertise to complex client, prospect, and field‑facing assignments. This role serves as a specialized subject matter expert and informal leader within Benefit Advisory Services, providing project leadership, coaching, and guidance to other consultants while partnering across Revenue, Customer Support, Insurance Services, and internal stakeholders to deliver consistent, compliant, and strategic benefits guidance. The Lead Consultant helps shape scalable advisory practices, supports complex sales and renewal opportunities, and directly influences client satisfaction, retention, field enablement, and TriNet’s long‑term growth objectives.

What You Will Do

• Serve as a lead benefits advisor for complex prospect and client opportunities, translating business needs, workforce considerations, contribution strategy, and TriNet-sponsored benefit options into clear, compliant recommendations.
• Lead benefits consultation and education for Revenue teams, prospects, and clients, ensuring a high‑quality experience while aligning guidance to regulatory requirements, market practices, and TriNet standards.
• Provide project leadership for complex benefit advisory initiatives, including cross‑functional process improvements, field enablement deliverables, critical vendor or carrier‑related projects, and department priorities.
• Lead renewal execution activities, including review of plan changes, renewal rates, trends, pre‑renewal questions, renewal extensions, client or field escalations, and applicable system testing or quality checks.
• Develop and deliver consultative collateral, plan comparison tools, field‑facing resources, and benefits education that improve consistency, scalability, and decision quality across the Revenue and Insurance Services ecosystem.
• Serve as a primary subject‑matter expert in benefits support calls, benefit trainings, open enrollment meetings, renewal meetings, executive or leadership briefings, and virtual or in‑person presentations.
• Coach, train, and provide guidance to less experienced Benefit Advisory Services Consultants, helping build team capability, consistency, and consultative rigor.
• Act as a key liaison within Insurance Services for escalated benefits advisory matters, process standards, cross‑functional projects, and field enablement needs.
• Identify opportunities to improve advisory processes, tools, templates, and knowledge‑sharing practices; recommend and help implement enhancements that support department and corporate goals.
• Maintain advanced knowledge of current and future TriNet products, services, benefit offerings, compliance considerations, sales and renewal cycles, and market trends.
• Perform other duties as assigned.
• Comply with all policies and standards.

Education Qualifications

• Bachelor's Degree or equivalent experience required.

Experience Qualifications

• Typically 8+ years of experience in group benefits, insurance sales, brokerage, general agency, carrier, benefits consulting, or a closely related benefits advisory function required.
• Typically 2+ years of account management, client‑facing consulting, sales support, renewal strategy, or related consultative experience preferred.
• Typically 3+ years of experience in benefits administration, benefits customer support related to renewals or open enrollment, or client‑facing benefits education preferred.

Skills And Abilities

• Advanced knowledge and understanding of sales and renewal cycles, with demonstrated ability to influence decision makers across a variety of industries.
• Comprehensive understanding of a wide range of benefits and insurance products, with deep group health insurance expertise and the ability to serve as a recognized subject matter expert.
• Highly effective consultative approach, with the ability to ask effective questions, diagnose business needs, and connect benefits guidance to strategic client and field outcomes.
• Demonstrated ability to lead complex assignments, coordinate work across stakeholders, and resolve ambiguous issues using sound judgment, creativity, and business acumen.
• Strong critical thinking, problem solving, and analytical skills, including ability to evaluate plan options, contribution strategies, renewal implications, and client‑specific considerations.
• Ability to communicate with individuals at all levels of an organization, including senior leaders, field leaders, internal partners, prospects, clients, and cross‑functional stakeholders.
• Strong presentation and facilitation skills for virtual and/or in‑person client, employee, field, and leadership education sessions.
• Ability to coach, mentor, train, and guide other professionals while modeling consultative excellence and consistent application of standards.
• Customer‑focused mindset; able to independently resolve complex issues within scope and elevate appropriately when broader business, legal, compliance, or operational input is required.
• Self‑starter with the ability to work independently, lead workstreams, collaborate effectively with teams, and manage competing priorities with attention to detail.
• Clear and precise understanding of, 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 across complex client and internal demands.
• Excellent written and verbal communication skills, including ability to translate technical benefits information into clear, field‑ready and client‑ready messaging.
• Proficient in Microsoft Office Suite and working knowledge of Salesforce.

Licenses and Certifications

• Life and Health License upon hire 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 $95,600.00 to $179,250.00. 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.