- – Administers and maintains CRM data, ensuring accuracy and reliability of records.
- – Supports business development by providing updated client information and lists.
- – Trains users on CRM functionalities and promotes best practices for data hygiene.
- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.
- – 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.