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Employee Benefits Sales Consultant Job in Cleveland, Ohio US

Employee Benefits Sales Consultant

CBIZ Operations, Inc. - Cleveland, OH

Posted: 7/27/2021 - Expires: 10/25/2021

Job ID: 229935670


Job Description

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 Scheduled Hours Per Week:

 Job Code:

Join an expanding Insurance and Risk Management firm searching for stellar Sales talent to expand and capture even more market share. Ideal candidates must have prior success cold calling business owners, and C-Suite executives.

Qualified candidates must be able to demonstrate success in this sales environment by showing consistent activity, persistence, and commitment to solving business problems and making sure that our solutions are in alignment with objectives of the client in order to drive business forward.

Hunting, qualifying, and networking, are premium skills needed to succeed in this role. We're looking for candidates to be able to immediately establish trust and confidence, while exuding knowledge and passion about the solutions we offer.

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 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 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

Preferred Qualifications

Bachelor's Degree

Life and Health Insurance Producer License

Proven successful lead generation

Experience selling to business owners and C-Suite executives

Minimum Qualifications

High School Diploma or GED required

3 years demonstrated industry consultative sales skills represented through proven sales results

Must have and maintain 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 organization, both internally and externally

Must be able to travel based on client and business needs

CBIZ.Jobs Category: Benefits & Insurance


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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.


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
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