- – Make 150+ outbound calls daily to connect with decision-makers and book meetings.
- – Qualify sales opportunities by identifying ideal prospects and uncovering needs.
- – Maintain accurate CRM records and manage daily pipeline for consistent follow-up.
- – Win new business by managing high-volume, end-to-end sales cycles.
- – Pitch, demo, and close deals while collaborating with SDRs for lead conversion.
- – Maintain accurate sales pipeline in Salesforce and meet monthly revenue targets.
- – 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.