Business Sales Consultant, PEO

Position Summary The Business Sales Consultant, PEO is responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, human resources support, employee benefits, workers’ compensation, risk management, compliance support, and related workforce solutions. This role develops opportunities through self-generated prospecting, referral sources, broker and channel partner relationships, networking, and strategic market outreach while gaining access to business owners, executives, and other key decision makers within prospective client organizations. The Business Sales Consultant, PEO owns the full sales cycle from initial outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. This role consults with prospective clients to understand business needs, workforce challenges, current vendor relationships, employment-related risk, cost considerations, and service expectations, then positions the company’s PEO solution as a comprehensive employment and HR outsourcing model. The Business Sales Consultant, PEO is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, completing required sales and client service agreement documentation, and achieving monthly, quarterly, and annual sales goals assigned by sales leadership. Essential Duties and Responsibilities Proactively generate new business opportunities within the designated territory for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, HR support, employee benefits, workers’ compensation, risk management, compliance support, and related workforce solutions. Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified PEO sales opportunities. Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access business owners, executives, and other key decision makers. Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current employment practices, payroll and HR processes, benefits structure, workers’ compensation exposure, vendor relationships, decision criteria, and service expectations. Present PEO solutions that align with prospective client needs, including co-employment model, service structure, payroll administration, HR support, employee benefits, workers’ compensation, risk management, compliance resources, pricing, and implementation expectations. Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations that clearly communicate the value of the company’s PEO solution and total workforce management model. Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations in partnership with sales leadership and internal stakeholders. Own and manage the full PEO sales cycle from lead generation through close, including coordinating internal resources required to support solution design, underwriting review, pricing, client onboarding, and implementation transition. Partner with implementation, payroll, benefits, HR, compliance, risk management, workers’ compensation, operations, and service teams to ensure a smooth transition from signed client service agreement to client implementation. Stay informed of PEO industry trends, employment-related compliance developments, workers’ compensation and benefits market considerations, competitor offerings, market conditions, and client feedback to identify opportunities and competitive risks. Develop lead generation strategies and maintain accurate, timely documentation of sales activities, pipeline status, forecaste