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Producer Non-Validated | Employee Benefits

CBIZ · cbiz.com
BostonOn-site
Apply on CBIZ’s site

Straight from the company’s own careers site.

The job in short

Non-validated employee benefits insurance producer.

MarketingInsurance

Details

Found
31 d ago · posted 2026-07-01
Location
Boston, MA

Full description

#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

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