Sales Development Representative | Benefits & Insurance | February 2027

#LI-TL1 #LI-Hybrid Position Description The Sales Development Representative's primary objective is to develop the necessary new business development skills for B2B outbound prospecting and build the foundation to become a successful sales consultant. The initial goal in this role is to gain acceptance and agreement from prospective businesses to set up initial meetings with our revenue-producing sales consultants who then drive the process forward. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects who are sourced through marketing efforts and partnerships with our service line sales leaders. The role will have access to data-driven systems such as Salesforce, SalesLoft, DemandBase, LinkedIn Sales Navigator, and other productivity tools to help you succeed. Essential Functions and Primary Duties - Utilize effective outbound calling strategies, effective email messaging, and social selling techniques developed in collaboration with Marketing and Sales Management to secure first appointments with prospective businesses. - Research potential customers and determine appropriate contacts to reach. - Evaluate and qualify interest by engaging and navigating phone conversations. - Overcome objections, engage with prospects in conversations, and gain their acceptance to connect with our sales consultants. - Initiate sales discussions between sales consultants and decision-makers. - Document findings in customer relationship management (CRM) software. - Maintain accurate and up-to-date records of prospect's interactions and sales activities in the CRM system. - Log appropriate follow up activities to stay connected with prospective companies and maintain business relevance. - Meet and exceed targets for scheduled meetings and conversion rates. - Stay informed about industry trends, market conditions, value differentiators, and competition to enhance inbound and outbound prospecting efforts. Preferred Qualifications - A bachelor's degree in Risk Management Insurance, Sales, Business, or a related field. - Strong drive to compete and succeed in a fast-paced sales environment. - A desire to be coached, accept advice, seek advice, implement strategies provided, and work to improve your skills. - Comfortable making a high volume of phone calls while maintaining quality output. - Excellent communication skills with an ability to connect with people in a short amount of time. - Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready. - Demonstrated skill in overcoming objections and driving desired outcomes. - Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred. - Relentlessly curious mindset and a willingness to learn about Advisory Services. Program Timeline - Training: Instructional, hands-on, sales tech process, sales coaching, role-playing. - Month 1: Sales development training, sales tech process, learning CBIZ and B&I service lines. - Months 2-9: Business development work, ongoing sales development training, B&I service line training, sales cycle fundamentals, sales presentation fundamentals. - Months 10-18: Transition to a B&I service line, obtain licensing, service line specific training and coaching, and service line sales process training. - Months 19+: Continuing to work toward sales producer position. Minimum Qualifications High School Diploma or GED required At least 1 year of sales and customer service experience Advanced verbal and written communication skills Advanced organizational and time management skills