• Work within a defined territory to engage qualified leads through outbound communication (email, phone and social) to initiate conversation and schedule meetings for the sales team • Leverage all accessible tools, resources, and support to meet and exceed all KPI's and quotas • Collaborate with Account Executives on selling strategies and account plans • Utilize knowledge of CBIZ services to define entry point into prospective accounts • Research and gather information about target accounts in support of building out account plans and prospect database • Ensure all customer facing activity is documented in Salesforce.com to provide the business with market data as well as pipeline growth

• Conduct outbound B2B calls to targeted prospect lists. • Engage prospective clients using structured sales scripts and battle cards. • Build rapport with decision-makers and generate interest in the company's services. • Handle objections professionally and confidently to maximise engagement. • Qualify prospects against agreed criteria. • Identify client needs and assess sales opportunities. • Book qualified meetings for the senior sales team. • Maintain accurate and up-to-date records within Apollo CRM. • Record call outcomes, notes and follow-up actions after every interaction. • Ensure all prospect information is complete and accurately maintained. • Share customer feedback and market insights with the wider sales team. • Identify common objections and opportunities to improve messaging. • Contribute ideas to refine targeting and prospecting strategies. • Support continuous improvement of outbound sales campaigns.

Role Description As a Remote Sales Development Representative, you'll meet with prospective and existing clients through scheduled virtual appointments. Your role is to build relationships, understand each client's needs, explain available benefit options, and guide clients through the next steps with professionalism and care. You'll work alongside experienced mentors while developing valuable skills in virtual communication, consultative sales, customer service, and relationship management. What You'll Do - Meet with clients through scheduled virtual appointments using Zoom and other online meeting platforms - Learn about each client's needs and provide personalized guidance - Explain available benefit options clearly and professionally - Build trust through outstanding customer service and follow-up - Assist clients through the enrollment process - Maintain accurate client information using CRM systems and digital business tools - Participate in virtual onboarding, coaching sessions, and ongoing professional development - Work collaboratively with your team while achieving individual performance goals Qualifications - Friendly, professional, and dependable - Strong communicators who enjoy working with people - Positive, coachable, and eager to learn - Self-motivated with strong organizational skills - Comfortable working independently in a remote environment - Goal-oriented with a desire for long-term career growth - Equipped with a computer or laptop and a reliable internet connection - Previous experience in customer service, retail, hospitality, administration, or sales is helpful but not required Benefits - 100% Remote / Work From Home - Comprehensive Virtual Training Program - Flexible Full-Time & Part-Time Opportunities - One-on-One Mentorship - Weekly Pay Opportunities - Performance-Based Bonuses & Incentives - Leadership Development Programs - Advancement Opportunities Based on Performance - Supportive Team Culture - Ongoing Coaching and Professional Development

• Develop and manage client accounts by providing tailored financial solutions that meet individual needs. • Conduct market analysis to identify trends and opportunities for clients. • Engage in inside sales activities, including calling warm lead potential clients to generate sales. • Utilize upselling techniques to enhance client portfolios and increase overall satisfaction. • Analyze financial data to provide informed recommendations and strategies for clients. • Maintain accurate records of client interactions and transactions within the CRM system. • Collaborate with team members to achieve sales targets and improve service delivery.