• Identify and generate new customers, as well as increase demand for existing accounts. • Increase sales through additional line-item placements. • Generate leads independently and ensure thorough follow-up on provided accounts. • Initiate and control sales processes with new clients. • Provide guidance, assistance, and service to customers. • Communicate and support administrative personnel in managing customer credit terms. • Understand and positively communicate company policies and procedures. • Attend and actively participate in sales meetings to stay updated and aligned with company goals. • Sell products at maximum profit margin while considering market pressures and competitors' positions. • Monitor sales volumes, distribution margins, and related measurements. • Report variances and implement corrective actions to Sales Manager and Sales Supervisor. • Create, maintain, and execute territory sales plans. • Prepare quotes and handle complex bid responses. • Utilize order and pricing guides effectively to streamline sales processes and ensure accuracy. • Support daily promotional activities such as push and extra value items.

• Prospecting • Customer service • Sales presentations • Identifying opportunities • Product/service training • Identify new business opportunities • Deliver impactful sales presentations • Develop and deliver product/service training • Build long-term relationships with the client portfolio

• Prospect and develop a client portfolio in the sector, expanding product mix and sales volume. • Conduct technical and commercial visits to understand needs and recommend the best solution. • Negotiate proposals and close orders in accordance with commercial policy (price, terms, conditions, promotions and targets). • Monitor orders, deliveries and after-sales service, ensuring satisfaction, repeat business and rapid resolution of issues. • Monitor the market and competitors in the region, reporting opportunities, trends and forecasts in the CRM.

• Conduct outbound calls to business owners and decision-makers • Schedule qualified meetings for licensed commercial insurance brokers • Meet daily, weekly, and monthly calling and appointment-setting goals • Manage prospect records, follow-ups, and daily tasks in Salesforce • Set follow-up reminders and maintain consistent communication with prospects • Assist with setting up Workers' Compensation analyses for brokers • Provide general sales and administrative support to brokers