Employee Benefits Consultant

CBIZ•Brentwood, TN

3d•Hybrid

About The Position

The Employee Benefits Consultant is responsible for achieving annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. This role involves building an active pipeline of qualified prospects, developing and presenting recommendations to clients, and serving as a valued advisor to key decision makers. The consultant will also transition sold clients to the client service team, identify cross-serving opportunities, and contribute to market intelligence.

Requirements

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

Nice To Haves

Bachelor's Degree

Responsibilities

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.