- 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.
- – Meet homeowners to provide painting estimates and close sales in person.
- – Follow up on inbound leads and convert them into booked projects consistently.
- – Generate leads through referrals, networking, and local outreach efforts.
- – 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.