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Sales Consultant | Employee Benefits

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CBIZ

1mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Consulting
    Sales & Business Development
  • Brentwood

AI generated summary

  • You need a Bachelor's degree, some industry experience, required licenses, strong communication skills, tech proficiency, and the ability to travel as needed.
  • You will drive sales through client consultations, build a strong prospect pipeline, document activities, present recommendations, close deals, and collaborate with the client service team to ensure satisfaction.

Requirements

  • Bachelor's Degree
  • 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

Responsibilities

  • 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 consultative selling approach
  • Appropriately close for new business, documenting won and lost opportunities and reasons
  • Seamlessly transition sold clients to designated client service team
  • Serve as client’s 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 position
  • Additional responsibilities as assigned

FAQs

What is the job title of this position?

The job title is Sales Consultant for Employee Benefits.

What type of employment is this position?

This position is full-time.

Is this position exempt or non-exempt?

This position is classified as exempt.

What are the primary responsibilities of the Sales Consultant?

The primary responsibilities include achieving annual new revenue objectives, developing a personal development plan, building an active pipeline of qualified prospects, documenting activity and notes, presenting recommendations to clients, closing for new business, and serving as a valued advisor to clients.

What qualifications are preferred for this role?

A bachelor's degree is preferred for this role.

What are the minimum qualifications required for applicants?

Applicants must have a high school diploma or GED equivalent, some relevant industry experience, the ability to obtain necessary licenses/credentials, superior communication skills, and proficiency in applicable technology.

Is travel required for this position?

Yes, travel is required based on client and business needs.

Are there any specific skills needed for this role?

Superior verbal, written, presentation, and negotiation skills are required, along with the ability to communicate effectively at all levels of the organization.

What type of work environment does CBIZ strive to create?

CBIZ strives to create an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow both personally and professionally.

Is CBIZ an equal opportunity employer?

Yes, CBIZ is an equal opportunity employer and reviews applications without regard to race, color, religion, national origin, age, gender, or any other reason prohibited by law.

How can individuals with disabilities request accommodations?

Individuals with disabilities can request reasonable accommodations by calling 844-558-1414 (toll-free) or by sending an email to accom@cbiz.com.

Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)

Consulting
Industry
5001-10,000
Employees
1996
Founded Year

Mission & Purpose

With over 120 offices and nearly 7,000 associates 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 has been honored to be the recipient of several national recognitions: 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence Top 101 2020 Best and Brightest Companies to Work For in the Nation 2020 Healthiest 100 Workplace in America 2021 Top Workplaces USA We are one of the nation's leading: Accounting Providers Employee Benefits Specialists Property & Casualty Brokerage and Risk Consulting Firms Valuation Firms Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.