CBIZ

Producer

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: West Conshohocken • Pennsylvania • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • **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

Requirements

  • **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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
consultative sellingcommunicationnegotiationpresentationrelationship buildingstrategic advising
Certifications
High School DiplomaGED equivalentrequired licenses/credentials