Client Associate, Tangible Asset Valuation

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Engage and penetrate public sector entities, mid-sized companies, and larger organizations to identify new opportunities for the CBIZ Valuation Group, focusing primarily on tangible asset valuation, as well as financial, real estate, and machinery and equipment appraisal and valuation.

• Arrange virtual and/or face-to-face meetings with prospective and existing referral sources, particularly insurance brokers, to obtain referrals.

• Support prospecting and referral initiatives with a target of 20 sales appointments each month.

• Discover and assess new sales opportunities through established relationships, enterprise sales programs, campaigns, and digital marketing efforts.

• Evaluate the needs and interests of prospects, identify suitable products, and collaborate with Client Service leaders.

• Work together with Client Service team members on collective sales strategies, proposals, value propositions, and tactics for success.

• Reach out to Risk Managers and financial executives within manufacturing, construction, business services, and public sector sectors.

• Collaborate with Client Service Teams to create and implement local-market and practice-group sales initiatives.

• Organize and report weekly sales activities utilizing Salesforce CRM.

• Report directly to the National Sales Leader while fostering relationships with internal stakeholders.

• Develop an annual sales strategy and achieve the established annual sales objectives.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• Minimum of 3 years of experience as a subject matter expert.

• Must hold current necessary licenses and certifications pertinent to the area of expertise.

• Proven ability to communicate effectively, both verbally and in writing, across all levels of the organization, internally and externally.

• Strong customer service skills.

• Competent in the use of relevant technology.

• Capability to work collaboratively in a team setting as well as independently.

• Proficient in analyzing and prioritizing various responsibilities.

🏝️ Benefits

• Significant potential for career advancement.

• Unlimited earning potential.

• Options for virtual and/or in-person work arrangements for sales meetings.