Status Category:Full-TimeExempt/Non-Exempt:ExemptScheduled Hours Per Week:40Job Code:BI0385With 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 Nation2023 Top Workplaces USA2022 America's Best Mid-Size Employers2022 Best and Brightest Companies in Wellness2022 Great Place to Work CertificationCBIZ 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).This professional will work directly with plan sponsors and committees to improve the overall retirement plan by reducing fiduciary liability and enhancing participant outcomes. We are one of the largest providers of fiduciary services to retirement plan sponsors, we are uniquely positioned to help employers manage their 401(k), 403(b), 457 plans, defined benefit, and nonqualified deferred compensation plans.Essential Functions and Primary DutiesAchieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clientsDevelop a Personal Development Plan annually outlining personal and professional goals for the upcoming yearBuild an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sourcesDocument activity, notes, and prospect data in appropriate CBIZ systemsDevelop and present recommendations to clients based on a consultative selling approachAppropriately close for new business, documenting won and lost opportunities and reasonsSeamlessly transition sold clients to the designated client service teamServe as client's valued advisor; building a strategic and personal relationship with key client decision-makersAs appropriate, work with the client service team to serve the client and retain businessCommunicate with leadership, providing field input on market trends, competitor analysis, and other business intelligenceIdentify, initiate, and support cross-serving leads to other CBIZ business developersResponsible for meeting annual sales goals if applicable to the positionAdditional responsibilities as assignedPreferred QualificationsExperience selling 401(k), 403(b), and 457 plansExperience working directly with the plan sponsorsSeries 65 - need to obtain in the first 90 days of employmentBachelor's Degree in Accounting, Finance, or BusinessProven successful lead generationExperience selling to business owners and C-Suite executivesMinimum QualificationsHigh School Diploma or GED equivalentSome relevant industry experienceMust obtain required licenses/credentialsSuperior command of verbal, written, presentation, and negotiation skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of theorganization, both internally and externallyMust be able to travel based on client and business needsIn compliance with states that have an active pay transparency law, the annual compensation tar