See all jobs on Scoutfield
Search thousands of fresh jobs every day.
- Fresh listings
- Fast filters
- No subscription required
Client Associate, Tangible Asset Valuation
CBIZ. Target and penetrate public sector organizations, middle-market businesses, and larger businesses to source new opportunities for CBIZ Valuation Group, primarily for tangible asset valuation and also financial, real estate, and machinery and equipment appraisal and valuation .
Core Competencies
Role fitUse this summary to align your resume positioning with the role.
Demonstrates expertise in tangible asset valuation and appraisal, with a strong focus on building relationships and securing referrals within public sector and middle-market businesses. Proficient in sales strategy development and execution, utilizing Salesforce CRM for tracking and reporting sales activities.
ATS Keywords
Tailor your resumeTip: use these terms in your resume and cover letter to boost ATS matches.
About the role
Key responsibilities & impact- Target and penetrate public sector organizations, middle-market businesses, and larger businesses to source new opportunities for CBIZ Valuation Group, primarily for tangible asset valuation and also financial, real estate, and machinery and equipment appraisal and valuation
- Schedule virtual and/or in-person appointments and visits with potential and current referral sources, especially insurance brokers, to secure referrals
- Support prospecting and referral activity through a goal of 20 sales appointments per month
- Identify and qualify new sales opportunities through trusted relationships, enterprise sales programs, campaigns, and digital programming
- Analyze prospects' needs and interests, determine appropriate products, and coordinate with Client Service leaders
- Collaborate with Client Service colleagues on team sales approaches, proposals, value propositions, and win strategies
- Contact Risk Managers and financial leaders in manufacturing, construction, business services, and public sector industries
- Partner with Client Service Teams to develop and execute local-market and practice-group sales campaigns
- Plan and report weekly sales activity using Salesforce CRM
- Report to the National Sales Leader and maintain relationships with internal stakeholders
- Craft an annual sales plan and meet the agreed annual sales goal
- Perform other duties as assigned
Requirements
What you’ll need- 3 Years of experience as a subject matter expert
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
Benefits
Comp & perks- Significant career growth potential
- Unlimited earning potential
- Virtual and/or in-person work arrangements for sales appointments