Teams at Marshall+Sterling

Launch a career in Personal Lines insurance through structured training and mentorship. Prospect, build client relationships, generate new business, meet performance goals, obtain required Florida insurance licensure, and contribute to team success while providing excellent client service.

Build and maintain client relationships, prospect and grow a sales pipeline, assess client insurance needs, prepare quotes/proposals using agency tools, meet sales goals, collaborate across teams, and maintain documentation and compliance.

Manage end-to-end onboarding for wealth clients: prepare and process account documentation, coordinate account setups/transfers, ensure KYC/AML compliance, serve as primary client contact, track progress, and collaborate with advisors and operations to improve efficiency and client experience.