Producer Non-Validated

CBIZ•Dallas, TX

20d•$75,000 - $125,000

About The Position

The Producer is responsible for developing new business and expanding service lines with existing clients through consultative selling. The role involves building and managing a qualified prospect pipeline, presenting client recommendations, closing and documenting opportunities, and transitioning new clients to designated service teams. The Producer also develops strategic relationships with client decision makers, supports client retention and cross-selling, and shares market and competitor insights with leadership. The position requires travel based on client and business needs.

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 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 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 and document won and lost opportunities and the reasons for outcomes.
Transition sold clients to the designated client service team.
Build strategic and personal relationships with key client decision makers and serve as a valued advisor.
Work with the client service team 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 for other CBIZ business developers.
Meet annual sales goals if applicable to the position.
Perform additional responsibilities as assigned.