• Manage sales opportunities within the sales pipeline • Deliver online product demonstrations to leads • Identify and qualify business opportunities to ensure sales targets are met • Tailor messaging and approach to the profile of each lead and industry segment • Identify leads' pain points and present the most suitable solutions • Prepare commercial proposals that clearly convey the value of the investment • Accurately maintain the CRM to ensure visibility of sales potential • Develop strategies to improve processes and increase results • Influence internal teams and external partners on process and planning decisions to exceed targets

• Sell personal lines using consultative techniques • Generate and follow up on leads • Advise clients on tailored insurance solutions • Consistently hit sales targets

• Manage customer accounts and update information in the database. • Assist customers with policy changes and inquiries. • Process insurance claims and follow up with customers on claim status. • Coordinate with underwriters to ensure timely policy issuance.

• Setting appointments: We schedule our own appointments with families who have requested more information regarding coverage • Run the appointment: Build a trusting relationship, ask curious questions, show affordable options and protect the family using a wide variety of coverage options from some of the top A-rated companies in the industry • Manage your activity, applications, and mindset • Participate in team meetings and attend one annual conference, mostly via zoom