Producer Non-Validated | Employee Benefits

CBIZ; Manasquan (NJ); Hybrid; USD 70,000 - 110,000; Full time

Job summary

CBIZ is seeking a sales professional in New Jersey to drive new revenue through consultative selling and expansion of service lines to existing clients. You will build an active pipeline, document activities, and present strategic recommendations to clients while transitioning them to service teams for ongoing relationships.

The role emphasizes building trusted advisor relationships with client decision makers, collaborating across CBIZ teams, and communicating market intelligence to leadership.

Qualifications

• Bachelor's degree required or equivalent experience.
• Some relevant industry experience is expected.
• Must obtain required licenses/credentials.
• Excellent verbal and written communication, plus presentation and negotiation skills.
• Proficient use of applicable technology; strong organizational skills.
• Willingness to travel based on client and business needs.

Responsibilities

• 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 from multiple sources and CBIZ channels.
• Document activity, notes, and prospect data in CBIZ systems.
• Develop and present recommendations to clients based on a consultative selling approach.
• Close for new business and document won/lost opportunities and reasons.
• Seamlessly transition sold clients to the designated client service team.
• Serve as a trusted advisor and build relationships with key client decision makers.
• Collaborate with client service teams to retain business and service clients.
• Provide leadership with market trends, competitor analysis, and business intelligence.

Skills

Verbal communication

Written communication

Presentation skills

Negotiation skills

Proficient with technology

Travel willingness

Education

Bachelor's Degree

High School Diploma or GED

Must obtain licenses/credentials

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

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.