Employee Benefits Consultant

#LI-MW1 #LI-HybridCBIZ, 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 toaccelerate 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.Minimum QualificationsHigh School Diploma or GED equivalentSome relevant industry experienceMust obtain required licenses/credentialsSuperior command of verbal, written, presentation, and negotiation skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of theorganization, both internally and externallyMust be able to travel based on client and business needsEssential Functions and Primary DutiesAchieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clientsDevelop a Personal Development Plan annually outlining personal and professional goals for upcoming yearBuild an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sourcesDocument activity, notes, and prospect data in appropriate CBIZ systemsDevelop and present recommendations to clients based upon consultative selling approachAppropriately close for new business, documenting won and lost opportunities and reasonsSeamlessly transition sold clients to designated client service teamServe as client's valued advisor; building a strategic and personal relationship with key client decision makersAs appropriate, work with client service team to serve client and retain businessCommunicate with leadership, providing field input on market trends, competitor analysis, and other business intelligenceIdentify, initiate, and support cross serving leads to other CBIZ business developersResponsible for meeting annual sales goals if applicable to positionAdditional responsibilities as assignedPreferred QualificationsBachelor's DegreePosting Date: 2026-06-11