Sales Consultant - San Diego, United States - CBIZ

CBIZ San Diego, United States

1 week ago

Full time

Description

With over offices and nearly 7, associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for :

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Best Places to Work in Insurance

Best and Brightest Companies in Wellness

Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties

Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients

Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year

Build an active pipeline of qualified prospects, generating leads from 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 based upon a consultative selling approach

Appropriately close for new business, documenting won and lost opportunities and reasons

Seamlessly transition sold clients to the designated client service team

Serve as clients valued advisor; building a strategic and personal relationship with key client decision-makers

As appropriate, work with client service team to serve client and retain business

Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence

Identify, initiate, and support cross-serving leads to other CBIZ business developers

Responsible for meeting annual sales goals if applicable to the position

Additional responsibilities as assigned

Preferred Qualifications

Series 65

Bachelor's Degree in Accounting or Finance

Proven successful lead generation

Experience selling to business owners and C-Suite executives

Minimum Qualifications

High School Diploma or GED equivalent

Some relevant industry experience

Must obtain required licenses/credentials

Superior command of verbal, written, presentation, and negotiation skills

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Must be able to travel based on client and business needs

The annual salary target for this job in this market is $80,-$,. The specific compensation for this role
will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employees total compensation. Beyond income, you
have access to; comprehensive medical and dental insurance, retirement savings, life and disability insurance,
health care, and dependent care reimbursement accounts, certification incentives, education assistance,
referral program, and much more.

#LI-CM #LI-Hybrid

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