Sales Consultant - North Carolina

Bankers Financial Corp; Florida; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Job summary

DecisionHR is seeking a Sales Consultant to establish and grow relationships within an assigned territory. You will manage the full sales cycle, from prospecting to close, while building a strong referral network with insurance brokers, PEO brokers, agents, and CPAs.

The role offers a competitive base salary plus uncapped commissions and robust company benefits, with remote work and reporting to the Chief Revenue Officer. A minimum of 5 years in sales or PEO sales is required.

Qualifications

• 5+ years in sales, territory management, or PEO sales with a proven revenue track record.
• Experience delivering full lifecycle business development: sourcing, building, maintaining, and cultivating referral relationships.
• Ability to influence senior executives and articulate clear ROI and operational value.
• Willingness to travel up to 25% within the territory.

Responsibilities

• Prospect and develop new PEO client opportunities within the territory through cold outreach, referrals, and events.
• Conduct discovery meetings with business leaders to assess needs and present Value Propositions.
• Prepare proposals, pricing analyses, and service agreements; handle objections and negotiations.
• Build and maintain broker/agent partnerships; convert opportunities to signed clients.
• Maintain accurate pipeline records and provide cadence updates to leadership.

Skills

Sales experience

Territory management

Prospecting & pipeline management

Education

Bachelor's degree in Business, Marketing, Communications

Tools

Salesforce

Job description

Sales Consultant - North Carolina# Sales Consultant - North CarolinaRemote - Saint Petersburg, FL 33701## Description**COMPANY VALUE STATEMENTS**Choose Your AttitudeMake Someone's DayBe PresentHave Fun**POSITION SUMMARY**The Sales Consultant is responsible for establishing, developing, and growing relationships with prospective clients, current clients, and business partners within an assigned territory. This role manages the complete sales cycle -- from prospecting and first appointment through discovery, proposal, negotiation, and close -- while developing and maintaining a strong referral network with insurance brokers, PEO brokers, agents, CPAs, and other channel partners.Compensation includes a competitive base salary determined by geographic market and experience, an uncapped commission structure with residual income opportunities for ongoing client relationships, and outstanding company benefits. This is a fully remote, individual contributor role reporting to the Chief Revenue Officer.**ESSENTIAL FUNCTIONS****Prospecting & Business Development*** Develop and execute a proactive prospecting strategy for identifying, targeting, and converting new PEO client opportunities within the assigned territory through cold outreach, referral partner development, broker relationships, networking, and industry events.* Establish DecisionHR as the preferred PEO provider in the assigned market; build name recognition, credibility, and a strong referral network with insurance brokers, agents, CPAs, financial advisors, and other referral channels.* Source, develop, and maintain broker and agent partnerships; work with brokers and agents to review submissions, gather missing information, and convert proposals into signed client agreements.* Build and maintain a robust pipeline of qualified prospects; consistently advance opportunities through the full sales cycle from initial contact through proposal, negotiation, and close.**Client Consultations & Needs Assessment*** Conduct discovery meetings and needs assessments with business owners, executives, HR leaders, and financial decision-makers to understand their workforce challenges and identify the DecisionHR services that deliver the most value.* Present DecisionHR's PEO value proposition -- including payroll processing, HR compliance, benefits administration, workers' compensation, and risk management -- in a consultative, outcome-focused manner tailored to each prospect.* Identify value propositions specific to each prospect's industry, size, and pain points; build a customized solution that demonstrates clear ROI and operational value.* Participate in on-site meetings, conferences, and events where applicable to build and maintain positive relationships with prospects, clients, brokers, and agents.**Proposal Development & Closing*** Prepare and present customized proposals, pricing analyses, and service agreements to prospective clients; address objections clearly and professionally throughout multi-stakeholder buying processes.* Communicate with agents and prospective clients throughout the sales process to successfully convert them to DecisionHR; follow through on all commitments and next steps without exception.* Partner with internal teams including Implementation, Benefits, Payroll, and HR to develop accurate proposals and ensure a complete, documented handoff at close.* Demonstrate persistence and diligence throughout the sales cycle; follow through on business development opportunities to build long-term relationships for the organization.**Referral Partner Relationship Management*** Develop and maintain strong, productive relationships with insurance brokers, PEO brokers, agents, and other referral channel partners who can introduce DecisionHR to prospective clients.* Educate broker and referral partners on DecisionHR's service offerings, PEO model, and competitive advantages; equip them to identify and confidently refer appropriate clients.* Attend broker events, association meetings, and networking functions to build and sustain a strong referral network within the assigned territory.* Identify opportunities for strategic alliances and new market segments; pursue and establish relationships that create long-term, residual business opportunities for the organization.**Pipeline Management & Reporting*** Maintain accurate and complete records of all prospect activity, pipeline stages, meeting notes, proposals, and follow-up commitments in Salesforce; keep records current in real time.* Provide accurate pipeline forecasting and deal status updates to Sales leadership on a regular cadence.* Track sales activity against established targets for outreach volume, first appointments, proposals, and closed revenue; proactively manage pipeline health to maintain consistent activity at all stages.* Assist with special projects and perform additional duties as required by Sales leadership.* Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls and HIPAA Privacy and Security regulations.* Other duties and responsibilities as assigned.## Qualifications**REQUIRED EDUCATION AND EXPERIENCE*** High school diploma or GED required; Bachelor's degree in Business, Marketing, Communications, or a related field strongly preferred.* Minimum 5 years of sales, territory management, or PEO sales experience with a demonstrated track record of meeting or exceeding revenue targets.* Demonstrated in-depth understanding of a strategic sales process including prospecting, discovery, proposal development, negotiation, and closing.* 5+ years of experience delivering the full lifecycle of business development activities: sourcing, building, maintaining, and cultivating referral relationships with brokers, agents, and channel partners.* Proven ability to identify value propositions when meeting with prospective clients and follow through on business development opportunities to build long-term client relationships.* Executive presence and demonstrated ability to influence senior executives and drive new client business.* Highly effective interpersonal skills with the ability to understand customer requirements, identify strategic alliance opportunities, and pursue and establish new market segments.* Enthusiastic, positive, persistent, and diligent; able to manage a territory and full pipeline independently with minimal supervision.* Proficiency in Salesforce or a comparable CRM; disciplined about pipeline management and activity tracking.* Willingness and ability to travel up to 25% of the time within the assigned territory.**PREFERRED EDUCATION AND EXPERIENCE*** PEO and/or Human Capital Management (HCM) industry experience strongly preferred.* Established referral network with insurance brokers, PEO brokers, CPAs, or financial advisors in the assigned territory.* Property and Casualty (P&C) License or Health Insurance License preferred, but not required.* Experience with Worklio or comparable HRIS/HCM platforms from a sales and demonstration perspective.