Benefit 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.

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.

• Provide benefits consultation and education for Revenue teams in support of prospects and clients’ custom 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 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.

• Bachelor's Degree or equivalent experience required.

• 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.

• Developing knowledge and understanding of sales cycles and interacting with decision makers in a variety of industries.
• Comprehensive understanding of a wide range of benefits and insurance products, with solid knowledge of group health insurance.
• 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 effective questioning and aligning benefits guidance to business needs.
• Customer‑focused mindset; able to resolve issues within scope and escalating appropriately.
• Self‑starter with the ability to work both independently and collaboratively, 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 Tri Net products and services.
• Excellent written and verbal communications skills.
• Proficiency in Microsoft Office Suite and working knowledge of Salesforce.

• Life and Health License within 60 days required.

Some travel required.

• Work in a clean, pleasant, and comfortable office or home setting. Reasonable accommodations may be made to enable persons with…