Producer Non-Validated | Employee Benefits
About The Position
The Producer Non-Validated develops new business and expands services for existing clients in the Employee Benefits area. The role builds and manages a qualified prospect pipeline, uses a consultative sales approach to develop and present recommendations, closes new business, and transitions sold clients to the designated service team. The producer also serves as a valued advisor to clients, supports retention with client service teams, shares market intelligence with leadership, and identifies cross-serving opportunities across CBIZ. The position requires some relevant industry experience, applicable licenses or credentials, strong communication and negotiation skills, proficiency with applicable technology, and travel based on client and business needs.
Requirements
- High school diploma or GED equivalent.
- Some relevant industry experience.
- Obtain required licenses or credentials.
- Superior verbal, written, presentation, and negotiation skills.
- Proficient use of applicable technology.
- Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally.
- Ability 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 an annual Personal Development Plan outlining personal and professional goals for the upcoming year.
- Build an active pipeline of qualified prospects, generating leads through 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 using a consultative selling approach.
- Close new business appropriately and document won and lost opportunities and the reasons for the outcomes.
- Transition sold clients seamlessly to the designated client service team.
- Serve as a valued advisor to clients by building strategic and personal relationships with key client decision makers.
- Work with the client service team, as appropriate, to serve clients and retain business.
- Communicate field input on market trends, competitor analysis, and other business intelligence to leadership.
- Identify, initiate, and support cross-serving leads for other CBIZ business developers.
- Meet annual sales goals if applicable to the position.
- Perform additional responsibilities as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
