Producer Non-Validated | Employee Benefits

CBIZ; Los Angeles (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

CBIZ is seeking a sales representative to achieve annual revenue goals through consultative sales to new and existing clients. The role involves developing a personal development plan, building a strong pipeline of prospects, and seamlessly transitioning clients to the service team.

The ideal candidate will possess strong communication and negotiation skills, a bachelor's degree, and a high school diploma or equivalent. This position requires some industry experience and travel based on client needs.

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

Responsibilities

• Achieve annual new revenue objectives through consultative sales.
• Build an active pipeline of qualified prospects.
• Document activity, notes, and prospect data in appropriate systems.
• Serve as the client's valued advisor; build personal relationships.
• Communicate with leadership about market trends and competitor analysis.

Skills

Consultative sales

Communication skills

Relationship building

Negotiation skills

Verbal and written presentation

Education

High School Diploma or GED equivalent

Bachelor's Degree

Tools

CBIZ systems

Technology tools

Job description

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 the 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 the designated client service team
• Serve as the client's valued advisor; build 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 the 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