Hybrid Producer

Posted 3 weeks ago

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About the role

  • Producer managing consultative sales to new clients in professional services. Building client relationships and achieving revenue objectives through strategic engagement.

Responsibilities

  • **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 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

  • **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

Job title

Producer

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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