Sales Development Representative | Retirement in Cleveland at CBIZ

Date Posted: 1/16/2023

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 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:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA  
  • 2021 America's Best Mid-Size Employers 
  • 2021 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

  • Search for potential customers, clients, or buyers in order to develop new business
  • Research potential customers and determine the quality of the lead
  • Identify the gatekeeper* and the decision maker**
  • Evaluate and qualify needs
  • Orchestrate sales discussions between producers and decision makers
  • Document findings in customer relationship management (CRM) software

*The gatekeeper is person in charge of communicating or preventing information from reaching the decision maker.
**The decision maker is the person in charge of making the final decision on the sale.

Preferred Qualifications

  • Bachelor's degree

Minimum Qualifications

  • High School Diploma or GED required
  • At least 1 year of sales and customer service experience
  • Advanced verbal and written communication skills
  • Advanced organizational and time management skills
  • Advanced research skills
  • High attention to detail
  • Self-Motivated
  • Goal Oriented

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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