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Develop and grow an insurance book of business by prospecting and building referral partner relationships with real estate and mortgage professionals; assess client insurance needs, compare carrier options, and deliver tailored household risk solutions.

Build a book of business by prospecting and developing referral partnerships with real estate and mortgage professionals, consult with clients to assess insurance needs, analyze carrier options, deliver custom household risk solutions, and meet monthly new-business revenue targets. Receive training in Salesforce, sales process management, and business development.

DoD SkillBridge internship training transitioning service members to become Corporate Sales Account Executives. Trainees learn consultative B2B/B2C sales, prospecting with real estate and mortgage partners, CRM usage (Salesforce), risk management for personal insurance, compliance, client onboarding, and preparation for the state insurance licensing exam (training and fees covered).

Provide warm, professional email and chat support for insurance clients, document case details, redirect claims, maintain accurate records, meet accuracy and turnaround benchmarks, and collaborate with internal teams to ensure excellent client service and timely resolution.

Sell insurance by prospecting and building referral partnerships, assessing client insurance needs, comparing carrier options, and closing new business to build a book of business. Achieve monthly revenue targets and grow renewals for passive income.

Build a book of business by prospecting and developing referral partner relationships with real estate and mortgage professionals. Work with clients to assess insurance needs, compare carrier options, and deliver custom household risk solutions. Meet monthly new-business revenue goals using Salesforce, sales-process management, and business development strategies. Complete state insurance licensing after hire.

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.

90–120 day on-site SkillBridge internship training transitioning service members in consultative B2B/B2C sales, relationship building, client onboarding, CRM (Salesforce), risk analysis for personal insurance, and preparation to pass the state insurance licensing exam for potential Account Executive roles.

Build a book of business by prospecting and developing referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze carrier options, provide custom household risk solutions, and meet monthly new-business revenue targets using sales process management and Salesforce training.

Build a book of business by prospecting and establishing referral partner relationships (real estate and mortgage). Advise clients on insurance needs, analyze carrier options, and deliver custom household risk solutions. Generate monthly new-business revenue, manage sales process in Salesforce, and earn uncapped commissions with renewal income potential. Obtain state licensing after hire.