- – Deliver early-stage programming, including workshops and cohort-based sessions.
- – Facilitate client intake, ensuring accurate data entry and resource assignment.
- – Track program metrics and report trends to enhance client experience and support.
- – Achieve sales objectives for individual investment solutions and insurance products.
- – Build and maintain strong relationships with MGAs and brokers in assigned territory.
- – Implement innovative solutions and demonstrate strong problem-solving skills daily.
- Build and maintain strong relationships with clients and brokers.
- Achieve sales targets and manage a portfolio of group benefits.
- Collaborate with teams to deliver tailored solutions and client support.