HCM Sales Consultant
Job Description
JOB DESCRIPTION
With over 100 offices and nearly 5,000 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 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
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 & investment solutions to organizations of all sizes.
CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 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 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
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