• Business Development & Prospecting: Identify, pursue, and close new business opportunities through cold outreach, networking, social media channels (LinkedIn, Instagram, and Facebook), and community referrals. **
• Client Consultation: Conduct detailed risk assessments and provide tailored insurance solutions designed to protect client assets over the long term.
• Pipeline Management: Maintain an organized and up-to-date CRM pipeline with daily activity updates, ensuring consistent follow-up and progress across all sales stages.
• Account Collaboration: Work closely with Account Managers to ensure a seamless onboarding experience, strong client retention, and effective cross-selling opportunities.
• Training & Development: Actively participate in weekly Sandler sales labs, AI-powered role-playing sessions, one-on-one coaching meetings, monthly team roundtables, and quarterly agency meetings.**