- – 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.
- – 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.