- – Develop and maintain client relationships to drive sales growth and retention.
- – Meet and exceed sales targets across Out of Home, Radio, Television, and Digital.
- – Collaborate with teams to create strategic proposals and deliver effective solutions.
- – Conduct interviews to gather medical and lifestyle history from insurance applicants.
- – Schedule tele-interview appointments based on availability of applicants and interviewers.
- – Maintain confidentiality while following up on missing information from applicants.
- – Directs financial strategy, overseeing budgeting, forecasting, and analytics.
- – Ensures compliance with GAAP, managing multi-entity financial reporting and audits.
- – Leads and develops finance team, optimizing ERP systems and financial practices.