Input 1

• Open doors with retail insurance agents and uncover new business. • Engage daily with prospects via phone, email, and outreach. • Stay sharp on trends and become the trusted expert clients rely on. • Partner with Sales & Marketing to drive smart growth strategies. • Report on pipeline progress and celebrate your wins.

• Own your territory and schedule — this is a true field sales role • Conduct 8–12 in-person agency visits/day , 4 days per week • Prospect, qualify, and close new business (outbound first) • Deliver product value with clarity, confidence, and business impact • Maintain activity, pipeline, and conversion tracking in HubSpot • Travel to industry events, trade shows, and conferences

• Make 150+ outbound calls & send 150+ emails weekly • Qualify leads and set 8+ meetings per month • Partner with Sales & Marketing to refine contact strategy • Use tools like HubSpot or Salesforce to manage outreach • Stay sharp on industry trends & product knowledge