The PEO Sales Consultant is responsible for generating new business within the small-to-mid-size employer market by positioning TrendHR’s PEO services as a strategic solution for HR, payroll, benefits, and risk management needs.

This role requires a strong hunter mentality, a consultative sales approach, and the ability to build trust quickly with business owners, CFOs, HR leaders, and operational executives. You will manage the full sales cycle—from prospecting and discovery to pricing, proposal delivery, and closing—while partnering closely with our internal underwriting, HR, and operations teams to ensure a seamless client onboarding experience.

Key Responsibilities

Business Development & Territory Management

• Prospect, qualify, and acquire new business within assigned DFW territory

• Develop and maintain a strong referral network among CPAs, brokers, bankers, chambers, and local business organizations

• Execute a consistent weekly activity cadence (calls, meetings, drop-ins, networking events)

Consultative Sales Execution

• Conduct discovery meetings to evaluate prospect needs, pain points, headcount, and suitability for PEO

• Build and present customized PEO solutions including payroll, HR services, employee benefits, workers’ compensation, risk management, and technology

• Deliver proposals, explain pricing models, negotiate terms, and close business with decision-makers

Client Onboarding & Internal Collaboration

• Partner with underwriting, HR, and operations to ensure accurate pricing and smooth client transition

• Participate in kickoff calls and handoff meetings to set clients up for long-term success

• Maintain CRM documentation, forecasting, and pipeline accuracy

Market Knowledge & Brand Representation

• Represent TrendHR at community events, networking groups, chamber meetings, and industry associations

• Stay informed on HR trends, employment regulations, local business climate, and competitive landscape

• Promote TrendHR’s mission: “Do what you do best. Let us handle the rest.”