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