Retirement Plan Consultant

Job Title

CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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 the 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

Minimum Qualifications