Producer Non-Validated

CBIZ•Dallas, TX

19d

About The Position

The Producer develops new business and expands existing client relationships through consultative sales. The role builds and manages a pipeline of qualified prospects, presents client recommendations, closes business, and transitions sold clients to designated service teams. The Producer also supports client retention, cross-selling, and market intelligence efforts while meeting applicable annual sales goals.

Requirements

High school diploma or GED equivalent.
Some relevant industry experience.
Must obtain required licenses or credentials.
Superior verbal, written, presentation, and negotiation skills.
Proficient use of applicable technology.
Ability to communicate verbally and in writing across all levels of the organization, 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 by selling consultatively to new clients and expanding service lines for existing clients.
Develop an annual Personal Development Plan outlining personal and professional goals for the upcoming year.
Build an active pipeline of qualified prospects using 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 outcomes.
Transition sold clients seamlessly to designated client service teams.
Serve as a valued client advisor by building strategic and personal relationships with key client decision makers.
Work with client service teams as appropriate to serve clients and retain business.
Communicate field input to leadership on market trends, competitor analysis, and other business intelligence.
Identify, initiate, and support cross-serving leads to other CBIZ business developers.
Meet annual sales goals if applicable to the position.
Perform additional responsibilities as assigned.