Continually identify and qualify new sales opportunities through building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
Analyzing prospects' needs and interests, determining which products are appropriate for them, and coordinating with appropriate Client Service leaders as necessary.
Work closely with Client Service colleagues in leading a team sales approach that listens and responds to prospect needs, including producing proposals using proprietary tools to highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
Skillfully contact Risk Managers and financial leaders in industries including manufacturing, construction, business services and public sector to understand their needs, future plans, and desire for change.
Partner with Client Service Teams to develop and execute sales campaigns specific to your local market and practice groups.
Plan and report weekly sales activity using Salesforce CRM enterprise application.
Report to National Sales Leader while maintaining strong relationships with internal stakeholders including Senior Managing Directors, Managing Directors and Practice Leaders, and Marketing and Operations Professionals.
Responsible for crafting an annual sales plan and for meeting annual sales goal, agreed-to by you and the National Sales Leader.
Perform other duties as assigned.
Minimum Qualifications
3 Years of experience as a subject matter expert
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
