PEO Sales Consultant WORK FROM HOME w/TRAVEL - US ONLY

While this position is listed as WORK FROM HOME, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NJ, NC, OH, OK, TN, TX. No exceptions.

No relocation assistance is available. Must be eligible to work in the US without employment sponsorship.

Direct Hire only, no third-party agency applications, please.

Job Title: PEO Sales Consultant

Department: Sales FLSA Status: Exempt Job Status: FT

Reports To: VP - PEO Sales Positions Supervised: N/A

Work Schedule: Flexible remote working schedule - Remote

POSITION SUMMARY

The PEO Sales Consultant will play a crucial role in expanding our client base by supporting their external sales partner in promoting and selling our PEO MEP and PEP services to PEOs and their retirement plan advisors. This role includes proactive outreach, attending key industry events, and building strong relationships with PEO contacts and prospects.

ESSENTIAL FUNCTIONS

• Partner with the assigned external VP of PEO Sales in promoting and selling our PEO MEP and PEP services by taking part in finals presentations, providing technology demos and other tasks necessary to bring in new PEO business
• Attend all major NAPEO and other PEO industry events throughout the year and continue to deepen relationships with current PEO contacts, industry contacts and PEO prospects.
• Proactive outbound sales calls and appointment setting

• Prepare customized proposals outlining the scope of Slavic401k services, pricing structures and terms
• Assist with sales presentations and web demonstrations that highlight the features and benefits of our Slavic401k services
• Cultivate strong, long-term relationships with advisors and industry partners
• Meet the specified weekly activity metrics and goals
• Maintain accurate and up-to-date records of sales activities in Salesforce
• Assist in completing the sale process by proactively reaching out for required onboarding information
• Be the main point of contact for startup PEOs in their first year to drive adoption
• Assist with plan onboarding and enrollment meetings when applicable

SKILLS & ABILITIES

• Well-organized in managing multiple priorities, meeting weekly activity metrics, and supporting team geographical sales goals.

• Proficient in using presentation, proposal, and productivity technologies (e.g., PowerPoint, Google Slides, Canva, Word) to create engaging and customized sales materials.

• Excellent communication and presentation skills.

• Ability to work independently and as part of a collaborative team.

• Excellent attention to detail, diligence, and adaptability.

• Ability to operate effectively in a fast-paced environment with superior time management skills.

Experience

• 5 years’ experience in financial services sales, or a related field required.

• 3 years' expereince of PEO industry experience

• 2 years of Salesforce or similar CRM experience required

• Proficiency in MS Office Suite

Education

• Bachelor’s degree in business, Marketing, or a related field or additional equivalent work experience

Certificates & Licenses

• Series 65 preferred

WORK ENVIRONMENT

• Overnight travel for onsite meetings, as needed.

• For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment

The Power of WE

WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.

WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.

WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.

What’s in it for you Package
This role will have a base pay range of $90,000 - $100,000. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for sales commission and tiered bonus, both based on achievement of sales goals.

Slavic401k is an Equal Opportunity Employer

Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.