Top 1575 Financial representative Jobs in Pleasanton, Ca

Sales Consultant (Financial Services)
Trinet —Dublin, CA
- $70,875 - $95,700 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee stock purchase plan
- Disability insurance
1d
First Mile Pickup Operations Specialist
SPEEDX LOGISTICS INC. —Hayward, CA
- From $24 an hour
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Operations Specialist FOS Field Operations LLC
FOS Monitoring Services, LLC —Union City, CA
- $25 - $35 an hour
- Overtime
- Background check
- Clean driving record
- OSHA
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Customer Service Representative
MASS PRECISION INC —San Jose, CA
- $85,000 - $100,000 a year
- Full-time
- Oracle
- Microsoft Outlook
- Mid-level
Sales Representative
Hill Dermaceuticals, Inc. —Walnut Creek, CA
- Part-time
- Mid-level
- US work authorization
- Communication skills
Quick Apply
3d
Sales Representative
Kent Automotive —Fremont, CA
- $100,000 - $110,000 a year
- Full-time
- Entry level
- Dental insurance
- Paid time off
Quick Apply
4d
Business Development Representative (B2B Sales)
Grepow, Inc. —Livermore, CA
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Sales Development Representative
Flexzo —San Jose, CA
- $50,000 a year
- Mid-level
- Office
- Commercial
Solar Sales Representative - ($75K - $150K+ OTE)
Senga Energy —Antioch, CA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Reliable transportation
- Leadership
Quick Apply
10d
Route Service Representative
Cozzini Bros., Inc. —San Jose, CA
- $20.50 - $21.00 an hour
- Full-time
- Clean driving record
- Ability to lift 50 pounds
- Restaurant
- Paid holidays
- Disability insurance
Customer Service Representative
Geno's Auto Body Inc. —Concord, CA
- From $17.51 an hour
- Full-time
- Computer literacy
- Typing
- In-person
- Health insurance
- Dental insurance
Quick Apply
Customer Sales Representative
San Jose Sales Associates —Sunnyvale, CA
- $900 - $1,200 a week
- Full-time
- Children
- In-person
- Reliable transportation
Quick Apply
4d
Solar Sales Representative - ($75K - $150K+ OTE)
Senga Energy —Brentwood, CA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Reliable transportation
- Leadership
Quick Apply
10d
Customer Service Gaming Associate
Knighted Ventures —Livermore, CA
- $23 - $25 an hour
- Weekends as needed
- Background check
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Field Sales Representative(W-2, Uncapped Commission)- Stanford, CA
Selleck Chemicals LLC —Stanford, CA
- $50,000 - $100,000 a year
- 8 hour shift
- Mid-level
- University
- In-person
- Flexible schedule
Quick Apply
Outside Sales Representative (Automotive Aftermarket)
Automotive Refinishing Manufacturer —Dublin, CA
- $60,000 - $80,000 a year
- Full-time
- Spanish
- Up to 50% travel
- Mid-level
- Health savings account
- Paid time off
Quick Apply
8d
Casino Gaming Associate / Customer Service - Livermore
PLAYERS EDGE SERVICES INC —Livermore, CA
- $22 - $26 an hour
- Weekends as needed
- Background check
- Customer service
- Basic math
- Health insurance
- Dental insurance
Service Sales Representative - First Aid and Safety
Cintas —San Jose, CA
- $45,000 - $90,000 a year
- Full-time
- Sales
- High school diploma or GED
- Driver's License
- Profit sharing
- AD&D insurance
Territory Sales Representative
BAUDUCCO FOODS —Santa Clara, CA
- $54,000 - $58,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Travel reimbursement
- Health insurance
Quick Apply

I want to receive the latest job alert for financial representative in pleasanton, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial representative jobs near pleasanton, ca

Outside Sales Representative jobs in Dublin, CA

Sales Representative jobs in San Jose, CA

Sales Representative jobs in Fremont, CA

Financial Advisor jobs in Walnut Creek, CA

Customer Service Representative jobs in Concord, CA

Territory Representative jobs in Santa Clara, CA

Route Sales Representative jobs in San Jose, CA

Customer Service Representative jobs in Livermore, CA

Sales Representative jobs in Brentwood, CA

Sales Representative jobs in Antioch, CA

Sales Representative jobs in Walnut Creek, CA

Operations Associate jobs in Hayward, CA

Senior Customer Service Representative jobs in San Jose, CA

Ssm Health Patient Access Representative jobs in Wisconsin

Patient Service Representative Baystate jobs in Springfield, MA

Outside Sales Representative jobs in Morehead City, NC

Outside Sales Representative jobs in Indiana

Outside Sales Representative jobs in Texas

Customer Service Representative jobs in Norfolk, VA

Outside Sales Representative jobs in Birmingham, AL

Sales Consultant (Financial Services)

Trinet -
Dublin, CA

Apply Now

Job Details

Full-time
$70,875 - $95,700 a year
1 day ago

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

B2B business model
Corporate sales environment
Experience with customer site (as sales environment)

Full Job Description

TriNet 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.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.

A Brief Overview
As a Sales Consultant with TriNet you'll help power business success with extraordinary HR by pursuing new prospects, sharing and quantifying our value proposition, and selling TriNet's comprehensive solution which includes access to benefits, payroll, and HR services to companies with 5-99 employees within your designated territory. You'll prospect and build your own book of business, own your opportunities and execute your sales process an organized calendar of activities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses.

What you will do

Plan: Develop an annual plan to hit targets in defined territory, typically covering multiple states and/or regions and a diverse portfolio of industries, all centered around larger businesses with 5-99 employees.
Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities.
Qualifying opportunities: Strong understanding of target market and decision-making personas will help to qualify or disqualify quickly.
Value & Consultative Selling: Establish a trusted advisor relationship, both inside of TriNet and within the prospect’s decision-making system, to effectively gain successful business and long-term client relationships.
Sales Process: Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes. Balance multiple complex opportunities in parallel through the stages of typical 3-6-month sales process.
Sales tools and systems: Utilize Sales systems including Salesforce.com, LinkedIn Sales Navigator, Zoominfo and quoting tools to efficiently and effectively manage daily activities.
Achieve quota target by meeting sales activity metrics.
Complete all administrative tasks and duties in a timely manner.
Demonstrate TriNet’s core values daily.
Performs other duties as assigned
Complies with all policies and standards

Education Qualifications

Bachelor's Degree or equivalent experience preferred

Experience Qualifications

Typically 1+ years B2B complex sales cycle required

Skills and Abilities

Excellent verbal and written communication skills.
Ability to communicate with colleagues at all levels of the organization.
Ability to build your own book of business from prospecting, sourcing, establishing and maximizing partner and referral networks.
Ability to build strong ecosystem partnerships and business referral relationships to share the value and mission of TriNet.
Ability to manage multiple priorities and sales opportunities at different stages.
Excellent verbal and written communication skills, interpersonal skills and presentation skills.
A proven dedication to high professional ethical standards and a diverse workplace.
Ability to adapt to a fast paced continually evolving business and work environment while managing balancing priorities.
Experience with technology and common software and web applications, including MS Office and Salesforce.com.
Detail oriented.

Travel Requirements
Ability and willingness to travel to prospective clients' sites within your assigned territory.

Work Environment

Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

The salary range for this role is $70,875.00 to $95,700.00. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience.

Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet’s commission plan.

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact [email protected] to request such an accommodation.

Apply Now

Refine Your Search

financial representative jobs in pleasanton, ca

Sales Consultant (Financial Services)

First Mile Pickup Operations Specialist

Operations Specialist FOS Field Operations LLC

Financial Advisor

Senior Customer Service Representative

Sales Representative

Sales Representative

Business Development Representative (B2B Sales)

Sales Development Representative

Solar Sales Representative - ($75K - $150K+ OTE)

Route Service Representative

Customer Service Representative

Customer Sales Representative

Solar Sales Representative - ($75K - $150K+ OTE)

Customer Service Gaming Associate

Field Sales Representative(W-2, Uncapped Commission)- Stanford, CA

Outside Sales Representative (Automotive Aftermarket)

Casino Gaming Associate / Customer Service - Livermore

Service Sales Representative - First Aid and Safety

Territory Sales Representative

I want to receive the latest job alert for financial representative in pleasanton, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected