- – 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
- – Lead change management workstreams and conduct stakeholder impact assessments.
- – Manage smaller transformation projects, coordinating timelines and resources effectively.
- – Design communication strategies and develop training materials for client engagement.
- – 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.