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Sell insurance by prospecting and building referral partner relationships, assessing client needs, comparing carrier options, and providing customized household insurance solutions to build a book of business and meet monthly revenue targets.

Lead, coach, and develop a corporate sales team to meet monthly revenue quotas by training on outreach (cold calling, networking, events), optimizing multi-channel sales practices, recruiting and onboarding new reps, and building referral partnerships in mortgage and real estate sectors. Drive team performance and career development.

Build a book of business by prospecting and developing referral partner relationships (real estate and mortgage), assess client insurance needs across a large carrier portfolio, recommend custom household risk solutions, and meet individual and team revenue targets using provided sales and Salesforce training.

Generate new business and build a book of insurance clients by prospecting referral partners, assessing client needs, comparing carrier options, and closing policies. Manage renewals and use Salesforce alongside provided sales training to meet individual and team revenue targets.

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.

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.