Sales Development Representative | Benefits & Insurance | June 2026
CBIZ, Columbia, MD, United States
Columbia, MD, United States (Hybrid)
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Job Info
Job Identification 5215
Posting Date 03/16/2026, 09:41 PM
Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
Base Range $25.00 - $31.25
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 Benefits & Insurance 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.
Program Timeline:
Training:
Instructional, hands-on, sales tech process, sales coaching, role-playing.
Month 1:
Sales development training, sales tech process, learning CBIZ and Benefits & Insurance service lines.
Months 2-9:
Business development work, ongoing sales development training, Benefits & Insurance service line training, sales cycle fundamentals, sales presentation fundamentals.
Months 10-18:
Transition to a Benefits & Insurance 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.
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 Microsoft applications.
Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred.
Relentlessly curious mindset and a willingness to learn about Advisory Services.
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
Advanced research skills
High attention to detail
Self-Motivated
Goal Oriented
#LI-EC1 #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr
Be the First to Apply
Job Info
Job Identification 5215
Posting Date 03/16/2026, 09:41 PM
Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
Base Range $25.00 - $31.25
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 Benefits & Insurance 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.
Program Timeline:
Training:
Instructional, hands-on, sales tech process, sales coaching, role-playing.
Month 1:
Sales development training, sales tech process, learning CBIZ and Benefits & Insurance service lines.
Months 2-9:
Business development work, ongoing sales development training, Benefits & Insurance service line training, sales cycle fundamentals, sales presentation fundamentals.
Months 10-18:
Transition to a Benefits & Insurance 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.
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 Microsoft applications.
Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred.
Relentlessly curious mindset and a willingness to learn about Advisory Services.
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
Advanced research skills
High attention to detail
Self-Motivated
Goal Oriented
#LI-EC1 #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr