- Microsoft Word
- Microsoft Powerpoint
- Microsoft Office
Business Contributions: The major business contributions of the Professional Employer Consultant to Oasis Outsourcing include: generating leads and first meetings, closing new business and ensuring retention of existing accounts.
Generate leads, first meetings and proposals by networking, cold calling and developing relationships with good lead sources
Work with District Manager to develop personalized targeting strategy and prospect lists.
Develop and nurture optimal IP relationships.
Work closely with inside sales and marketing to execute personal marketing campaigns and events as needed.
Solicit referrals from clients and other sources.
Develop and nurture personal network.
Understand prospect’s unique needs and clearly communicate how Oasis is uniquely able to address them.
Develop compelling proposals and responses to objections that lead to closed business.
Search for new opportunities with current clients.
Entering proposals, communicating with Underwriting
Follow up with clients and prospects
Ensure success of existing accounts
Analyze client experience to identify additional needs or potential triggers that could lead to attrition.
Monitor delegated responsibility for implementation and client care.
Communicate frequently with clients to maximize client retention, referrals, references, and satisfaction.
Interfaces and Interactions:
Collaborate with Client Care (CSMs, FAMs, IBCs) to ensure a high degree of client satisfaction with Oasis products and services.
Receive coaching and mentoring from District Managers.
Coordinate with Inside Sales, IPs, and Business Development to develop targeted, high-quality leads and first meetings.
Work closely with Regional Operations and Underwriting as needed.
Meets or exceeds 1st meeting targets
Meets or exceeds proposal targets
Meets or exceeds quota targets
Must have/obtain the requisite level of knowledge to effectively sell all key components of the Oasis Value Proposition
Work Environment: (The work environment characteristics described here are representative of those the employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) The majority of work is performed in an office environment. Attendance at meetings is required. Travel may be required. The noise level is usually moderate. Air quality is good and temperature is controlled.
Below is an inclusive but not exhaustive list of competencies and experience required for effective performance in this position.
Self-starter who is skilled at working independently as well as part of a team.
Demonstrated "hunter" mentality for finding and closing new business.
Able to develop consultative relationships with clients and partners to fully understand needs and identify opportunities.
Collaborates and builds strong internal relationships
Open and honest communicator
Conscientious, organized and dependable
Ability to adroitly articulate value and close business
Motivated by individual and team success and client satisfaction.
Willing to use CRM, other software tools, and metrics to maximize sales success.
Minimum of 1 year to 5+ years’ experience in selling complex products and solutions in a high touch, consultative selling environment
Education and Training:
Bachelor’s Degree Preferred
Proficient in Microsoft Office Suite including Excel, Word, PowerPoint
Experience in CRM
Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.