Producer Non-Validated | Employee Benefits

CBIZ; West Conshohocken (PA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

CBIZ in West Conshohocken, PA is seeking a driven sales professional to achieve annual revenue objectives through consultative selling to new clients and expansion of service lines with existing clients.

The role emphasizes building a strong pipeline, developing personal development plans, and transitioning new business to client services for ongoing relationships and retention.

Qualifications

• Bachelor's degree in a relevant field.
• High school diploma or GED.
• Some relevant industry experience.
• Must obtain required licenses/credentials.
• Excellent verbal, written, presentation, and negotiation skills.
• Proficient use of applicable technology.
• Ability to communicate at all organizational levels.
• Must be able to travel based on client and business needs.

Responsibilities

• Achieve annual revenue growth through consultative sales to new clients.
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year.
• Build a pipeline of qualified prospects from multiple sources.
• Document activity, notes, and prospect data in 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.

Skills

Verbal and written communication

Negotiation skills

Presentation skills

Business development

CRM proficiency

Education

Bachelor's Degree

High School Diploma or GED

Tools

CBIZ systems

CRM software

Microsoft Office

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 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 #LI-SK1 #LI-Hybrid

ABOUT US

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.