Provide case design support to financial professionals by developing quotes and illustrations, evaluating insurability, recommending carrier/product solutions, documenting interactions in CRM, performing proactive outreach, collaborating with advisors and team members, and staying current on carrier and industry developments to drive sales.

Lead sales excellence, pricing, and commercial transformation for the Power & Water business. Design frameworks for KPI governance, incentives, data modernization, and commercial process optimization. Drive adoption of CRM/ERP/BI tools, unify commercial data, oversee analytics and pricing strategy, and partner cross-functionally to improve forecasting, performance measurement, and incentive alignment.