Producer Non-Validated | Employee Benefits

CBIZ; Columbus (OH); Hybrid; USD 60,000 - 90,000; Full time

Job summary

CBIZ in Columbus, OH seeks a results-driven sales professional with a consultative approach to drive revenue. The role emphasizes building a strong client relationship, expanding services, and maintaining an active pipeline in a hybrid work environment.

You will present recommendations, close new business, and collaborate with client teams to ensure ongoing satisfaction and growth for CBIZ clients.

Qualifications

• Experience in professional services sales desired.
• Strong communication and presentation skills.
• Ability to build strategic client relationships.

Responsibilities

• Meet annual revenue objectives through new business and expansion of services.
• Develop annual Personal Development Plan and sales strategy.
• Build and manage a qualified pipeline from diverse sources.
• Document activities and client data in CBIZ systems.
• Present consultative recommendations and close new business.
• Transition clients to service teams and maintain relationships.
• Provide leadership with market insights and competitive analysis.
• Travel as required by client and business needs.
• Identify cross-selling opportunities across CBIZ lines.

Skills

Sales experience

Verbal communication

Negotiation skills

Lead generation

Consultative selling

Tech proficiency

Travel readiness

Education

Bachelor's Degree

Job description

#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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.