Producer Non-Validated | Employee Benefits

#LI-DH1 #LI-Hybrid

Essential Functions and Primary Duties

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients

• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year

• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources

• Document activity, notes, and prospect data in appropriate CBIZ systems

• Develop and present recommendations to clients based upon consultative selling approach

• Appropriately close for new business, documenting won and lost opportunities and reasons

• Seamlessly transition sold clients to designated client service team

• Serve as client’s valued advisor; building a strategic and personal relationship with key client decision makers

• As appropriate, work with client service team to serve client and retain business

• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence

• Identify, initiate, and support cross serving leads to other CBIZ business developers

• Responsible for meeting annual sales goals if applicable to position

• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's Degree

• Minimum Qualifications

• High School Diploma or GED equivalent 

• Some relevant industry experience

• Must obtain required licenses/credentials

• Superior command of verbal, written, presentation, and negotiation skills

• Proficient use of applicable technology

• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

• Must be able to travel based on client and business needs

Minimum Qualifications

• High School Diploma or GED equivalent 
• Some relevant industry experience
• Must obtain required licenses/credentials
• Superior command of verbal, written, presentation, and negotiation skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs