Sales Consultant | Retirement Plans at Cbiz Benefits & Insurance Services, Inc. in San Diego, California

Job Description:

Job Description


With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

• 2022 Top Workplaces USA
• 2022 Great Place to Work Certification
• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).



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 a 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 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 the position
• Additional responsibilities as assigned

Preferred Qualifications

• Series 65
• Bachelor's Degree in Accounting or Finance
• Proven successful lead generation
• Experience selling to business owners and C-Suite executives

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

The annual salary target for this job in this market is $80,000-$125,000. The specific compensation for this role
will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you
have access to; comprehensive medical and dental insurance, retirement savings, life and disability insurance,
health care, and dependent care reimbursement accounts, certification incentives, education assistance,
referral program, and much more.



REASONABLE ACCOMMODATION



If you are a qualified individual with a disabilityyou may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free)or send an email to accom@cbiz.com.



EQUAL OPPORTUNITY EMPLOYER



CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.


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