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Build a book of business by prospecting and establishing referral partnerships with real estate and mortgage professionals. Assess client insurance needs, compare options across carriers, and deliver tailored household risk solutions. Maintain strong communication, networking, and time-management to drive sales.

Coach, mentor, and motivate a sales team in a call-center/personal-lines insurance environment to drive revenue growth and exceed targets. Implement effective sales practices, support licensing, collaborate under pressure, and foster individual and team performance.

Sell insurance by prospecting and building referral partnerships with real estate and mortgage professionals. Assess clientsneeds, compare carrier options, recommend custom policies, and grow a book of business to meet monthly revenue goals. Receive training in Salesforce, sales process, and business development.

Build a book of business by prospecting referral partners (real estate, mortgage), selling personal insurance solutions from a large carrier portfolio, and meeting monthly new-business revenue targets. Use Salesforce and company sales processes; receive training and coaching. Focus on networking, client needs analysis, and long-term renewal commissions.

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.

90-120 day on-site SkillBridge internship training transitioning service members to become Corporate Sales Account Executives. Trainees learn consultative B2B/B2C sales, prospecting, client relationship development, risk analysis, CRM (Salesforce), compliance, and prepare for state insurance licensing exam. Internship may lead to interview for full-time Account Executive role.

Sell personal insurance by prospecting and building referral partner relationships with real estate and mortgage professionals; assess client needs, compare carriers, and recommend customized household insurance solutions.

Build a book of business by prospecting and establishing referral partner relationships (real estate, mortgage), assess client insurance needs, analyze options from a large carrier portfolio, and deliver custom household risk solutions. Complete licensing and Goosehead training; use Salesforce and sales processes to manage business development and client service.

Build a book of business by prospecting and establishing referral partner relationships (real estate and mortgage). Assess clients' insurance needs, compare options from a large carrier portfolio, and provide tailored household risk solutions. Complete state licensing and Goosehead training; use Salesforce and sales process management tools. Opportunity for corporate leadership or business ownership through internal development.

Structured DoD SkillBridge internship training transitioning service members to become Corporate Sales Account Executives. Responsibilities include prospecting industry partners, assessing client insurance needs, presenting tailored solutions, learning risk management for personal insurance, mastering CRM (Salesforce), understanding compliance, and preparing for the state insurance licensing exam. On-site 90–120 day program with potential interview for full-time AE role.