Business Development Senior Associate

Essential Functions and Primary Duties

• Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on actuarial and administration services.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, and and other key financial and HR leaders to understand their needs, future plans, and desire for change.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 10 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with the Actuarial leaders.
• Plan and report on sales activity using Salesforce CRM enterprise application.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to Actuarial Practice Leaders while maintaining strong relationships with internal stakeholders, including Client Service Teams, and Marketing and Operations Professionals.

Perform other duties as assigned.

The CBIZ Advantage:

• Opportunity to sell a broader range of services beyond traditional Actuarial services, including other benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.
• Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.
• Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.
• As a full-time employee of a public company, you are also eligible to acquire CBIZ shares (NYSE: CBZ) at a 15% discount and maintain eligibility for an equity-aligned cash bonus award based on performance.
  

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED required
• At least 3 to 5 years of proven business development experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Proven track record of meeting sales targets
• Results driven and customer focused
• Must be able to travel based on client and business need

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