Benefit Advisory Services Consultant
Listed on 2026-08-05
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Sales
Sales Consultant, Business Development -
Business
Business Development
Benefits Advisory Services Consultant
Tri Net 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.
Tri Net 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. Tri Net 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 Tri Net-sponsored benefits. This role supports sales efforts, renewals, and plan-year deliverables while helping position Tri Net'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 Tri Net'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 Tri Net sales colleagues and the extended Tri Net 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
- Typically 2+ years with group benefits/insurance sales as a consultant or Account Manager required or
- Typically 2+ years Experience in benefits administration, benefits customer support related to renewals, open enrollment and/or client
-facing benefits education preferred.
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…
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