- – 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.
- 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.
- – 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.