- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos
- – Drive client acquisition and retention, achieving 95%+ retention rates.
- – Identify and close new business opportunities, managing the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.
- – 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.