About The Position

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Requirements

  • High School Diploma or GED required.
  • At least 1 year of sales and customer service experience.
  • Advanced verbal and written communication skills.
  • Advanced organizational and time management skills.
  • Advanced research skills.
  • High attention to detail.
  • Self-Motivated.
  • Goal Oriented.

Nice To Haves

  • A bachelor's degree in Risk Management Insurance, Sales, Business, or a related field.
  • Strong drive to compete and succeed in a fast-paced sales environment.
  • Ability to make a high volume of phone calls while maintaining quality output.
  • Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready.
  • Demonstrated skill in overcoming objections and driving desired outcomes.
  • Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred.
  • Relentlessly curious mindset and a willingness to learn about Advisory Services.

Responsibilities

  • Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
  • Search for potential customers, clients, or buyers in order to develop new business.
  • Research potential customers and determine the quality of the lead.
  • Evaluate and qualify needs.
  • Orchestrate sales discussions between producers and decision-makers.
  • Document findings in customer relationship management (CRM) software.
  • Maintain accurate and up-to-date records of prospect interactions and sales activities in the CRM system.
  • Meet and exceed targets for lead qualification and conversion rates.
  • Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.

Benefits

  • Comprehensive medical and dental insurance.
  • Retirement savings.
  • Life and disability insurance.
  • Health care and dependent care reimbursement accounts.
  • Certification incentives.
  • Education assistance.
  • Referral program.
  • Paid holidays.
  • Paid vacation.
  • Sick leave.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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