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Sell insurance by prospecting and building referral partnerships with real estate and mortgage professionals. Advise clients on coverage needs, compare a large carrier portfolio, and deliver custom household risk solutions. Use sales process management and CRM (Salesforce) after agency training to generate new business and renewals.

Build a book of insurance business via prospecting and referral partner relationships. Advise clients on coverage from a large carrier portfolio, close new business, and manage renewals to grow passive income. Participate in training on sales process and Salesforce.

Build a book of business by prospecting and developing referral partner relationships with real estate and mortgage professionals. Meet monthly new-business revenue goals by advising clients, analyzing options across a large carrier portfolio, and delivering custom household insurance solutions. Leverage provided training in sales process management and Salesforce to manage pipelines and client relationships.

Maintain and configure the Workday platform including business processes, reports, tenant structures, and data loads. Support release cycles, troubleshoot functional issues, ensure data governance, and serve as a Workday subject matter resource on projects and system enhancements.

Generate new business by prospecting and building referral partnerships with real estate and mortgage professionals. Assess clients' insurance needs, analyze carrier options, and provide customized household insurance solutions. Manage sales process and pipeline (Salesforce), meet monthly revenue targets, and grow renewal commission income.

Build a book of business by prospecting and developing referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, compare carrier options, deliver custom household risk solutions, and meet monthly new-business revenue goals.

Build a book of business by prospecting and establishing referral partnerships with real estate and mortgage professionals. Assess client insurance needs, analyze carrier options, and recommend customized household risk solutions. Use Salesforce and sales process training to manage pipelines and hit monthly new-business revenue goals.

Build a book of insurance business by prospecting, developing referral partner relationships (real estate/mortgage), assessing client insurance needs, comparing carriers, and selling customized household insurance solutions. Meet individual and team revenue goals and leverage provided training in sales tools and processes.

Sell insurance by prospecting and building referral partnerships, assessing client needs, comparing carriers, and creating custom household insurance solutions. Meet individual and team new-business revenue targets and manage client relationships for renewals.

Generate new business revenue by prospecting and building referral partnerships with real estate and mortgage professionals. Advise clients on insurance needs, compare options across a large carrier portfolio, and deliver customized household risk solutions. Meet individual and team sales targets, manage client relationships, and use Salesforce and sales process training provided by the agency.