Producer Non-Validated | Employee Benefits
CBIZ
Salary undisclosed
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
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 Denver to build and expand a client base through consultative sales. You'll develop qualified prospects from your network, referrals, and marketing leads, then present tailored recommendations to prospective and existing clients. Success means hitting annual revenue targets while maintaining the relationships and trust that drive retention and cross-selling opportunities across CBIZ's service lines.
This role blends business development with advisory work. You'll manage your own pipeline, document all activity in CBIZ systems, and close new business—but you'll also transition clients smoothly to service teams and collaborate with them on account retention. You're expected to stay connected to market trends and feed competitive intelligence back to leadership, while identifying opportunities to refer work to other CBIZ business units.
The position requires a high school diploma or equivalent and some relevant industry experience, though a bachelor's degree is preferred. You'll need strong communication and negotiation skills, comfort with technology platforms, and willingness to travel for client meetings. You must obtain any required licenses or credentials for the role and work in the Denver office full-time.
This role's local market on JobMinglr
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 Denver, and analyze any offer before you accept it.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.