Sales Development Representative | Benefits & Insurance | 2027

CBIZ • Seven Hills, OH

1d • $26 - $31 • Hybrid

About The Position

The Sales Development Representative develops B2B outbound prospecting skills and builds a foundation for becoming a sales consultant. The initial objective is to secure prospective businesses’ agreement to meet with revenue-producing sales consultants. Reporting to the B&I Sales Development Manager, the representative pursues a high volume of outbound prospects sourced through marketing and service-line sales partnerships. The role uses data-driven systems and productivity tools to support prospecting and sales activities.

The position includes an 18-month development program. Training covers sales development, sales technology, coaching, role-playing, CBIZ and B&I service lines, business development, sales-cycle and presentation fundamentals, and service-line-specific sales processes. Beginning in months 10–18, the employee transitions to a B&I service line and obtains licensing. From month 19 onward, the employee continues working toward a sales producer position.

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 seek and accept coaching, implement advice and 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 strategies developed with Marketing and Sales Management to secure initial appointments with prospective businesses.
• Research potential customers and identify appropriate contacts.
• Evaluate and qualify prospects’ 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 CRM software and maintain accurate, up-to-date prospect interaction and sales activity records.
• Log follow-up activities to maintain contact and business relevance with prospective companies.
• Meet and exceed targets for scheduled meetings and conversion rates.
• Stay informed about industry trends, market conditions, value differentiators, and competition to improve inbound and outbound prospecting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED