CBIZ

Producer

CBIZ
Posted 10/21/2026full-timeDallas • Texas • United StatesMid-LevelSenior💰 $75,000 - $125,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative sales, building strategic client relationships, and achieving revenue objectives. Proficient in communication and negotiation, with a strong ability to document and analyze client interactions and market trends.

Highest-signal resume keywords
Consultative SalesClient Relationship ManagementVerbal Communication SkillsWritten Communication SkillsNegotiation Skills

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Presentation SkillsInterpersonal Skills
Tools & Technologies
CBIZ SystemsSales Pipeline Management
Certifications & Qualifications
Required Licenses/Credentials
Industry Keywords
Revenue ObjectivesLead GenerationClient RetentionMarket TrendsCompetitor Analysis