Producer Non-Validated

#LI-DH1 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 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 for new business, documenting won and lost opportunities and reasons * 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 * Responsible for meeting annual sales goals if applicable to position * Additional responsibilities as assigned Preferred Qualifications * Bachelor's Degree Minimum Qualifications * High School Diploma or GED equivalent * Some relevant industry experience * Must obtain 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 the organization, both internally and externally * Must be able to travel based on client and business needs

Created: 2026-04-02