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Generates new insurance business by prospecting real estate and mortgage referral partners, developing client relationships, assessing insurance needs, comparing carrier options, and recommending customized coverage solutions. The role includes Salesforce training, sales process management, licensing, networking, and achieving individual and team revenue goals through new and renewal commissions.

Build a book of business by prospecting and developing referral partner relationships (real estate, mortgage), identify client insurance needs, analyze carrier options, present custom household risk solutions, and meet new business revenue targets using sales processes and Salesforce training. Compensation is commission-driven with renewal income potential.

Generate new business revenue by prospecting and developing referral relationships with real estate and mortgage professionals. Consult clients on insurance needs, evaluate options across multiple carriers, and deliver customized risk-mitigation solutions. The role includes sales training, licensing, business development, relationship management, and building a recurring book of business through new and renewal commissions.

Build a book of insurance business by prospecting, developing referral partner relationships (real estate and mortgage), assessing clients insurance needs, comparing carrier options, and delivering tailored household risk solutions. Drive new business revenue and retain passive income through renewal commissions; supported by training in sales process and Salesforce.

Conduct structured problem-solving and analysis to support strategic initiatives. Build Excel models and slide decks, run and analyze A/B marketing tests, translate data into actionable recommendations, present to senior leaders (CEO/CFO), manage tasks and timelines, and collaborate with senior team members to drive implementation.

Build a book of business by prospecting and developing referral partnerships with real estate and mortgage professionals, assess clients' insurance needs across a large carrier portfolio, and sell custom household risk solutions. Meet individual and team revenue goals using Salesforce and sales process skills.

Administers and improves the organization’s learning management system, including configuration, maintenance, user support, troubleshooting, reporting, analytics, content management, permissions, learning paths, compliance, and security. Collaborates with stakeholders to support training initiatives and user experience. Also develops process documentation, tools, and resources while assisting with vendor invoice, payment, and expense processing.

Generate new business revenue by prospecting real estate and mortgage referral partners, building a book of business, understanding clients’ insurance needs, comparing carrier options, and recommending customized risk solutions. The role includes Salesforce and sales process training, licensing after hire, commission opportunities, and renewal earnings.

Sell insurance by prospecting and building referral partner relationships, assessing client needs across carriers, and closing new business to build a book of business with recurring renewal commissions.

Build a personal book of business by prospecting and developing referral partnerships (real estate, mortgage), assessing client insurance needs across multiple carriers, and closing new and renewal policies to drive monthly revenue.