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 the 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 new business, documenting won/lost opportunities and reasons for all clients.
• 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.
• Assist Sales Manager in the mentoring and development of other producers.
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

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