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Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.

90–120 day on-site SkillBridge internship training transitioning service members for Corporate Sales Account Executive roles. Participants prospect partners, analyze client insurance needs, present tailored solutions, learn CRM/Salesforce and compliance, and prepare for state insurance licensing exam.

Support budgeting, forecasting, and reporting; build and maintain financial models; perform variance and scenario analysis; prepare reports and dashboards; partner cross-functionally to support strategic initiatives and improve planning processes.

Sell insurance by prospecting and building referral relationships with real estate and mortgage professionals, analyze clients' insurance needs across a large carrier portfolio, provide tailored solutions, and grow a book of business. Meet monthly new-business revenue targets, manage renewals for passive income, and use Salesforce and sales process training provided.

Build a book of business by prospecting and establishing referral partner relationships (real estate and mortgage). Advise clients on insurance needs, compare options across carriers, and deliver custom household risk solutions. Complete state licensing exam and Goosehead training; company covers training and exam costs. Role includes salesforce and sales process training and offers paths to leadership or business ownership.

Build a book of business by prospecting and establishing referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze options across carriers, and deliver custom household risk solutions. Complete required licensing and Goosehead training (company-paid).

Sell insurance by prospecting and building referral partner relationships (real estate, mortgage), qualifying client needs, comparing carrier options, and providing custom household insurance solutions. Generate new business revenue, manage sales process in Salesforce, complete required state licensing after hire, and pursue renewal commissions for passive income.

Build a book of business by prospecting and establishing referral partner relationships with real estate and mortgage professionals, assess clients' insurance needs, compare carrier options, and deliver custom household insurance solutions.

Build a book of business by prospecting and establishing referral partner relationships (real estate and mortgage). Advise clients on insurance needs, analyze options across carrier portfolio, and deliver custom household risk solutions. Obtain state insurance license and complete Goosehead training. Compensation: base plus uncapped commissions, sign-on bonus, and renewal commissions for passive income.

Build a book of business by prospecting and establishing referral partnerships (real estate and mortgage). Assess client insurance needs, compare options across carriers, and deliver customized household risk solutions. Complete state licensing and Goosehead training; use sales process management and Salesforce. Company provides training, licensing support, and advancement opportunities including leadership and business ownership.