Sales Consultant | Employee Benefits

CBIZ, Inc.; West Conshohocken (PA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

CBIZ, Inc. is seeking a professional to drive sales objectives and develop client relationships in a consultative manner. Successful candidates will manage an active pipeline of prospects and serve as the primary liaison for clients, meeting both annual sales targets and providing exceptional service. This role requires strong communication and negotiation skills, coupled with industry knowledge, to effectively build and maintain relationships.

Qualifications

• Relevant industry experience is preferred.
• Must have required licenses/credentials.

Responsibilities

• Achieve annual new revenue objectives through consultative sales.
• Build a pipeline of qualified prospects and document all client interactions.
• Communicate market trends and competitor analysis to leadership.

Skills

Verbal communication

Written communication

Presentation skills

Negotiation skills

Technology proficiency

Education

Bachelor's Degree

High School Diploma or GED equivalent

Job description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

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 theorganization, both internally and externally
• Must be able to travel based on client and business needs

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