- – 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
- – 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.
- – Manage and deliver high-impact consulting projects to enhance client operations.
- – Analyze mining operations using advanced data analytics to identify improvement areas.
- – Develop and maintain strong client relationships to support project success and growth.