Sales Development Representative | Benefits & Insurance | February 2027

CBIZ•Boca Raton, FL

6d•$26 - $31•Hybrid

About The Position

The Sales Development Representative develops B2B outbound prospecting skills and builds a foundation for a future sales consultant role. The initial focus is to secure agreement from prospective businesses to schedule introductory meetings with revenue-producing sales consultants, who then advance the sales process. Reporting to the B&I Sales Development Manager, the role pursues high volumes of outbound prospects sourced through marketing efforts and partnerships with service line sales leaders. The representative uses data-driven systems and productivity tools, including Salesforce, SalesLoft, DemandBase, and LinkedIn Sales Navigator. The role includes training and a staged development path. Initial training includes instructional and hands-on learning, sales technology processes, coaching, and role-playing. Month 1 focuses on sales development training, sales technology processes, and learning about CBIZ and B&I service lines. Months 2–9 involve business development work, continued sales development and B&I service line training, sales cycle fundamentals, and sales presentation fundamentals. Months 10–18 focus on transitioning to a B&I service line, obtaining licensing, and completing service-line-specific training, coaching, and sales-process training. From month 19 onward, the employee continues working toward a sales producer position. CBIZ is a professional services advisor to middle-market businesses and has more than 9,500 team members across 23 major markets. The company describes an environment that recognizes team members’ contributions and provides opportunities for personal and professional growth.

Requirements

High school diploma or GED.
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

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.
Willingness to be coached, seek and accept advice, implement strategies, and improve skills.
Comfort making a high volume of phone calls while maintaining quality output.
Excellent communication skills and ability to connect with people quickly.
Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready.
Demonstrated ability to overcome objections and drive desired outcomes.
Proficiency with CRM systems; Salesforce experience preferred.
Curiosity and willingness to learn about Advisory Services.

Responsibilities

Use outbound calling, email messaging, and social selling techniques developed with Marketing and Sales Management to secure initial appointments with prospective businesses.
Research potential customers and identify appropriate contacts.
Evaluate and qualify prospect interest through phone conversations.
Overcome objections, engage prospects, and gain their agreement to connect with sales consultants.
Initiate sales discussions between sales consultants and decision-makers.
Document findings in customer relationship management (CRM) software.
Maintain accurate, up-to-date records of prospect interactions and sales activities in the CRM system.
Log follow-up activities to maintain contact and business relevance with prospective companies.
Meet and exceed scheduled-meeting and conversion-rate targets.
Stay informed about industry trends, market conditions, value differentiators, and competition to improve prospecting efforts.
Participate in the role’s training and development program, including sales technology, coaching, service-line training, licensing, and sales-process training.