PEO Business Consultant

Distro

Business Consultant responsible for driving sales through networking and client engagement in the United States. Maintaining sales pipeline and achieving quarterly goals while traveling for client meetings.

Posted 5/21/2026full-timeOrlando • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

Proactively generate new business opportunities within the designated territory
Continuously expand knowledge of the industry trends, new products, services and Broker practices
Conduct thorough analysis, planning, and implementation of products and services tailored to meet client needs.
Stay informed about competitors' initiatives and analyze potential competitive threats
Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients
Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase
Collect and analyze data to provide strategic guidance on products, services, marketing, sales and other business areas
Prepare concise and impactful executive summaries for client presentations
Develop lead generation strategies and effectively use CRM (Salesforce) to track activities
Consistently meet or exceed monthly and quarterly sales quotas
Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management
Participate in monthly consulting meetings and provide training and coaching to other team members
Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions.
Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.

Requirements

What you’ll need

High School Diploma or equivalent combination of experience
At least two years' sales experience preferred
Previous experience and proficiency with CRM tools (Salesforce or similar)
Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed
This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Benefits

Comp & perks

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Hard Skills & Tools

sales experiencedata analysislead generation strategiesclient presentationsbusiness planningimplementation of products and servicesstrategic guidancereport preparationcompetitive analysismeeting facilitation

Soft Skills

relationship buildingcommunicationcoachingteam collaborationproblem-solvingorganizational skillstime managementadaptabilityproactive approachclient service orientation

Certifications

High School Diplomavalid driver's license