Small Business Consultant Job Description

Small Business Consultant Job Description

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Small business consultant provides sales and Service support of Small Business products and services to Core Employees.

Small Business Consultant Duties & Responsibilities

To write an effective small business consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included small business consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Deliver on sales objectives for the entire Small Business suite of solutions and provide sales business advisory expertise
Engage potential clients via cold calling and establish a need for Small Business products and services
Building strong relationships with customers while provding a consultative sales approach
Leverage strong prospecting, account management and closing skills, to achieve monthly, quarterly and yearly goals other defined sales objectives
3 or more years’ of B2B experience and/or relevant sales experience and/or telecommunications experience preferred
Building strong relationships with customers while providing a consultative sales approach
3 or more years’ of B2B experience and/or relevant sales experience and/or telecommunications and/or food service and/or restaurant experience preferred
Ensure monthly and quarterly sales targets are achieved through daily call activities
Maintain high levels of product and service knowledge about the OPEN suite of products and solutions and clearly communicate appropriate product features and benefits to prospects and their stakeholders
Continuously seek to improve key selling skills, including building rapport, understanding customer needs, handling objections, and closing sales

Small Business Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Small Business Consultant

Typically a job would require a certain level of education.

Employers hiring for the small business consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Business, Military, Finance, Accounting, Economics, Marketing, Management, Health Care, Technical

Skills for Small Business Consultant

Desired skills for small business consultant include:

Small business products and services
Internal CRM’s and SalesForce
CRM technologies/methodologies
Computers and able to learn new systems and programs
Engagement marketing and Constant Contact's suite of products through our comprehensive Sales training program
Social Media Marketing
Unum’s group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients
Small business financial products and services
Benefits
MS Office

Desired experience for small business consultant includes:

Our Small Business Accounts division partners with companies with 1-49 employees
Represent stand-alone products of genuine interest to customers in a designated territory
Able to work independently with a team
Thorough knowledge in training design/delivery and organizational development activities
Complete product demonstration with decision makers via phone
Managing a pipeline of business that is long term and sustainable

Small Business Consultant Examples

1

Small Business Consultant Job Description

Job Description Example
Our growing company is hiring for a small business consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for small business consultant
  • Works effectively with a seasoned sales team members who serve as mentors and learns the basic financial drivers of the Group Benefits business and product lines
  • Supports the sale, service and renewal of products including Life, Dental, Vision, Disability and Hyatt Legal
  • Application of knowledge of employee benefit plans including medical, dental, life, disability, FSA, HRA, HSA, COBRA and general HR questions
  • Ability to work in a fast paced sales environment, under pressure and very tight deadlines
  • Two years of sales experience in a credit reporting or related industry plus two years of progressive experience in insurance, retail credit or consumer credit reporting industries is preferred
  • Demonstrate deep level of understanding of TriNet book of business and current sales cycle
  • Create and develop a high performing team by mentoring, challenging, and developing Sales Consultants
  • Lead new business development activities with key stakeholders across the organization including sales, operations, and underwriting
  • Temperment for Sales
  • Persistance and positive temperment for sales
Qualifications for small business consultant
  • Leverage social selling and networking
  • Forecast accurately to manage weekly, monthly and quarterly targets
  • Ability to sell a full and complete solution to Small Business customers
  • Capability to manage a large pipeline and close business monthly
  • Accountable for selling to new and existing Rogers Small Business customers and promoting the benefit of the full portfolio of Rogers’ small business solutions
  • Engage potential clients via cold calling
2

Small Business Consultant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of small business consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for small business consultant
  • Arranges meetings and presentations on benefits of NAPA store ownership
  • Invites prospective new owners to meetings and presents benefits of owning a NAPA store
  • Above average communication skills that translates well in person and on the phone
  • A university degree or equivalent combination of education and experience
  • Must be able to work in a team environment and be proficient with Microsoft applications
  • Act as partner to Consultant in responding to client inquiries and needs during the RFP/sale and post-sale cycle, including but not limited to
  • Consults with external partners to leverage agency economics through the use of data and analytics
  • Provide thought partnership and process clarity to field constituents
  • Ensures new business opportunities enhance the business mix profitability of specific geographies
  • Coachability
Qualifications for small business consultant
  • Required to work at the Bradenton, FL TriNet office location
  • Certification preferred, license required
  • Minimum 3 years HRO experience
  • Experience with online demos and conducting virtual meetings
  • President's Club success
  • Consultative selling within B2B technology, professional and financial service sectors
3

Small Business Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking for a small business consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for small business consultant
  • Learns the basic financial drivers of the Group Benefits business and product lines
  • Participates actively in weekly sales team meetings and other training opportunities
  • Develops core selling skills to deliver client-centric solutions – including communication, presentation, negotiation and relationship building skills
  • Internal drive and motivation
  • Initially perform an in depth needs to identify best fit with OPEN or Global Commercial Services product suite and advise the prospect on the right product solution for their needs
  • Development and management of long and short range benefit strategies for clients, and foster strong client relationships
  • Serve as a subject matter expert to clients in areas of Health & Welfare compliance
  • Manage RFP process
  • Manage Renewal and Implementation processes
  • Mentor and educate other members of the team
Qualifications for small business consultant
  • SaaS, Cloud, ERP, HRIS sales experience
  • Experience using Salesforce.com or comparable CRM
  • Strong phone based development skills required
  • Success with complex, consultative, C-level sales
  • Rapport builder at the C-level
  • Medicare certification
4

Small Business Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of small business consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for small business consultant
  • Quantifies benefits for customers using financial concepts
  • Meets or exceeds sales goals and drives value for the customer
  • Management of post-implementation process for all lines of coverage
  • Mostly internal role with willingness to travel locally when necessary
  • Must be able to travel, sometimes overnight, and infrequently out of state
  • Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability
  • Analyzes quality quantity and profitability of highly complex risks underwritten
  • Particular attention is paid to standard financial statements including determining profitability, evaluating cash flow and performance against budget, and balance sheet health to include evaluation of capitalization
  • Advises owners on obtaining financing via loans with variety of partners
  • Identifies strengths and weaknesses of the business, helps determine suitable targets for acquisition and enhancement of the business (e.g., services offered, geographic area covered, ), and assists in negotiations for acquisition and integration of target company assets
Qualifications for small business consultant
  • Ability to manage remote team
  • Ability and willingness to travel to prospective clients’ sites within United States
  • Track record that demonstrates an exceptional ability to obtain new business
  • Design and develop the Micro/Small Business customer journey
  • Run ‘test and learn’ experiments over the journey, to further expand the customer segment working
  • Develop key message and content to communicate to customers over the journey
5

Small Business Consultant Job Description

Job Description Example
Our company is growing rapidly and is hiring for a small business consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for small business consultant
  • Mets or exceeds sales goals and drives value for the customer
  • Sell our Professional Employer Organization (PEO) services to C-level executives and business owners at prospective businesses by quantifying TriNet’s benefits and value proposition
  • Achieve quota target by meeting sales metrics that drive business goals
  • Attain balanced performance including assigned sales and revenue goals, operational excellence/risk and client experience standards
  • Leverage the consultative sales process to effectively provide solutions to small business prospects and clients
  • Works with owners to devise plan for succession planning to ensure seamless transition from one owner to the next
  • Performs business valuation, identifies and grooms succession target, and assists in transition as necessary
  • Develops and drafts proformas for new store creation with input from management and owners
  • Reviews proformas created by management for accuracy
  • Provides support in making sure each Growth Capital owner is performing at peak levels and fits within the program parameters as prescribed
Qualifications for small business consultant
  • Prioritise key activities with Marketing Programs to develop and execute key campaigns and strategic programs
  • Ability to work some non-traditional hours as needed, which may include some evenings, weekends and holidays
  • Strong working knowledge of computer applications including Microsoft Office Suite and other commonly used business software
  • Strong quantitative and statistical skills, and analytical skills sufficient to develop plans from statistical reports
  • Strong multi-tasking abilities in a fast-paced environment with the ability to meet schedules, deadlines and timelines
  • Knowledge of core business competencies for small business owners

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