CBIZ
Sales Consultant | Property & Casualty
CBIZ, Ewing Township, New Jersey, United States,
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
35
Job Code:
BI0385
With over 120 offices and nearly 7,000 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 for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work CertificationCBIZ 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 DutiesAchieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clientsDevelop a Personal Development Plan annually outlining personal and professional goals for upcoming yearBuild an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sourcesDocument activity, notes, and prospect data in appropriate CBIZ systemsDevelop and present recommendations to clients based upon consultative selling approachAppropriately close for new business, documenting won and lost opportunities and reasonsSeamlessly transition sold clients to designated client service teamServe as client's valued advisor; building a strategic and personal relationship with key client decision makersAs appropriate, work with client service team to serve client and retain businessCommunicate with leadership, providing field input on market trends, competitor analysis, and other business intelligenceIdentify, initiate, and support cross serving leads to other CBIZ business developersResponsible for meeting annual sales goals if applicable to positionAdditional responsibilities as assignedPreferred QualificationsBachelor's DegreeMinimum QualificationsHigh School Diploma or GED equivalentSome relevant industry experienceMust obtain required licenses/credentialsSuperior command of verbal, written, presentation, and negotiation skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyMust be able to travel based on client and business needs#LI-KW1 #LI-Hybrid
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Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
35
Job Code:
BI0385
With over 120 offices and nearly 7,000 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 for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Places to Work in InsuranceBest and Brightest Companies in WellnessGreat Place to Work CertificationCBIZ 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 DutiesAchieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clientsDevelop a Personal Development Plan annually outlining personal and professional goals for upcoming yearBuild an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sourcesDocument activity, notes, and prospect data in appropriate CBIZ systemsDevelop and present recommendations to clients based upon consultative selling approachAppropriately close for new business, documenting won and lost opportunities and reasonsSeamlessly transition sold clients to designated client service teamServe as client's valued advisor; building a strategic and personal relationship with key client decision makersAs appropriate, work with client service team to serve client and retain businessCommunicate with leadership, providing field input on market trends, competitor analysis, and other business intelligenceIdentify, initiate, and support cross serving leads to other CBIZ business developersResponsible for meeting annual sales goals if applicable to positionAdditional responsibilities as assignedPreferred QualificationsBachelor's DegreeMinimum QualificationsHigh School Diploma or GED equivalentSome relevant industry experienceMust obtain required licenses/credentialsSuperior command of verbal, written, presentation, and negotiation skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyMust be able to travel based on client and business needs#LI-KW1 #LI-Hybrid
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