Client Associate — Valuation & Advisory Growth

CBIZ; Los Angeles (CA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

CBIZ Valuation Group in Los Angeles seeks a Client Associate to drive sales within our tangible asset group and expand client relationships. You will win new business and nurture existing accounts, focusing on insurance broker channels for referrals to end users.

You will schedule meetings virtually or in-person, qualify opportunities, and coordinate with Client Service leaders. This role offers career growth and uncapped earning potential.

Qualifications

• 3 years of experience as a subject matter expert in the field.
• Must maintain current licenses and certifications relevant to the field.
• Strong verbal and written communication across all levels.
• Effective customer service skills are essential.
• Proficient use of applicable technology and tools.
• Ability to work in a team and independently, handling multiple tasks.

Responsibilities

• Target and pursue opportunities in public sector and mid-to-large businesses for CBIZ Valuation Group.
• Schedule in-person or virtual meetings with referrals to secure opportunities.
• Aim for about 20 sales appointments per month across channels.
• Identify and qualify new opportunities via trusted relationships and campaigns.
• Analyze client needs and coordinate with Client Service leaders to propose solutions.
• Lead a team sales approach and produce proposals highlighting CBIZ value.
• Contact risk managers and financial leaders to understand needs and plans.
• Collaborate with Client Service to develop local market sales campaigns.
• Plan and report weekly sales activity using Salesforce CRM.

Skills

Communication skills

Customer service

Teamwork

Analytical thinking

Tech proficiency

Sales/CRM experience

Tools

Salesforce

Job description

CBIZ Valuation Group in Los Angeles seeks a Client Associate to drive sales within our tangible asset group and expand client relationships. You will win new business and nurture existing accounts, focusing on insurance broker channels for referrals to end users.

You will schedule meetings virtually or in-person, qualify opportunities, and coordinate with Client Service leaders. This role offers career growth and uncapped earning potential.