• Proactively identify, qualify new business opportunities within our industry sectors. • Mostly outbound self-lead generation (90+%). • Utilize prospecting skills across multiple channels to build and maintain a robust sales pipeline. • Develop and implement tailored solutions to enhance customer experiences. • Collaborate with CRO & Marketing to stay current on market trends and strategically position solutions. • Deliver compelling presentation and secure new clients to achieve revenue targets. • Develops contract strategy and negotiates contracts in accordance with company standards and business requirements. • Reviews market analyses to determine customer needs and product fit. • Develops sales campaigns. • Oversees sales forecasting and prepares other reports for management ongoing. • Works in conjunction with and ensures support for sales administration, product development, marketing communications and research. • Communicates and enforces company policy and practices.

• Deliver business insights and volume growing recommendations to the Retail Execution and Sales teams • Build front-end management tools and reports for breakdown of results and customer specific insights • Perform research on retail priorities and selling objectives • Pull data using algorithms, statistics, and advanced reporting to assess business performance • Ensure that customer, consumer, and category insights are delivered successfully through effective collaboration • Lead the analysis of data to roll-up effective story-telling for stakeholders

• Get licensed (we’ll guide you through the process if you’re new). • Meet with clients virtually or in-person to assess their needs. • Present customized life insurance solutions. • Close sales, celebrate wins, and build long-term client relationships.

• Strategic Planning: Develop and implement comprehensive sales strategies and plans to achieve revenue targets and expand market share. • Team Leadership: Lead, mentor, and grow a high-performing sales team, providing professional development and guidance. • Performance Management: Set sales quotas, monitor performance, and analyze sales data to identify opportunities for improvement and corrective action. • Client & Stakeholder Relations: Establish and maintain strong relationships with key clients, partners, and internal departments (marketing, product, etc.) to drive collaboration and customer satisfaction. • Market Analysis: Monitor market trends, customer preferences, and competitor activities to inform sales efforts and identify new business opportunities. • Reporting: Present sales forecasts, performance reports, and strategic recommendations to executive leadership based on data-driven analysis. • Budget Management: Manage and approve the sales department's budget, ensuring efficient resource allocation. • Sales Operations: Oversee sales processes, procedures, and tools to ensure departmental efficiency and effectiveness.