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Generate new business revenue by prospecting and building referral partnerships (real estate and mortgage), understanding client insurance needs, analyzing carrier options, and delivering custom household risk solutions. Use sales process training and Salesforce to grow a personal book of business and achieve monthly targets.

Lead technical accounting, equity and income tax accounting, and consolidation processes. Research and document complex GAAP issues, draft technical memos and policies, support SEC filings and audits, maintain internal controls, and guide management on accounting implications for transactions.

Lead, coach, and develop a corporate sales team to meet monthly revenue quotas. Recruit and onboard new hires, train sales techniques, build referral networks with mortgage and real estate partners, and drive team performance through coaching and performance-based incentives.

Build a book of business by prospecting and developing referral partnerships with real estate and mortgage professionals; consult clients to assess insurance needs, analyze carrier options from a large portfolio, provide customized household risk solutions, and meet monthly new-business revenue targets. Includes training in Salesforce and sales process management.

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.

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.

Lead, coach, and develop a corporate sales team to meet monthly revenue quotas; recruit and onboard Account Executives; train on sales techniques and networking with mortgage and real estate partners; support deal progression and professional development; ensure team meets licensing requirements and drives revenue through in-person, phone, and email channels.

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.