Sales Consultant | Retirement Plans in Boston at CBIZ

Date Posted: 5/24/2023

Job Snapshot

Job Description

    With over 120 offices and nearly 7,000 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:   

    • 2022 Best and Brightest Companies to Work for in the Nation  
    • 2023 Top Workplaces USA  
    • 2022 America's Best Mid-Size Employers  
    • 2022 Best and Brightest Companies in Wellness  
    • 2022 Great Place to Work Certification

    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 plan services 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 on a consultative selling approach
    • Appropriately close for new business, documenting won and lost opportunities and reasons
    • Seamlessly transition sold clients to the 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 the client service team to serve the 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 the position
    • Additional responsibilities as assigned

    Preferred Qualifications

    • Experience selling 401(k), 403(b), and 457 plans
    • Experience working directly with the plan sponsors
    • Series 65
    • Bachelor's Degree in Accounting, Finance, or Business 
    • Proven successful lead generation
    • Experience selling to business owners and C-Suite executives

    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

    REASONABLE ACCOMMODATION

    If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

    EQUAL OPPORTUNITY EMPLOYER

    CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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