Producer Non-Validated | Employee Benefits
CBIZ
Salary undisclosed
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Description
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
Qualifications
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About this role
CBIZ is seeking a Producer for its Employee Benefits practice in Minneapolis to build and manage a sales pipeline focused on new client acquisition and service expansion within the middle market. The role centers on consultative selling—developing prospect relationships through personal networks, referrals, and marketing leads, then presenting tailored benefits solutions and closing new business. You'll own the full sales cycle, from pipeline development through client handoff to the service team, while maintaining strategic relationships with key decision makers and feeding market intelligence back to leadership.
This position suits someone with sales discipline and communication skills who can operate independently in a client-facing environment. You'll need a high school diploma minimum, some relevant industry background, and the ability to obtain required licenses. A bachelor's degree is preferred. The role demands strong verbal and written communication, comfort with CRM systems, and willingness to travel as client needs dictate. You'll set and meet annual revenue targets and collaborate across CBIZ's service lines to identify cross-selling opportunities, making it ideal for a self-motivated professional who thrives on relationship building and can translate market knowledge into closed deals.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Producer Non-Validated | Employee Benefits postings in Minneapolis, and analyze any offer before you accept it.
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