Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
About the role
- Commercial Insurance Advisor helping clients with insurance needs while meeting annual revenue goals. Building relationships and expanding service lines for existing clients with consultative sales.
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
Requirements
- 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
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