Generate new business through high-volume outbound calls to retail insurance agents, qualify prospects, build pipeline, explain the digital wholesale insurance platform, maintain accurate CRM records, and hand qualified opportunities to Regional Sales Managers. The role requires strong phone presence, persistent follow-up, organization, and an insurance producer license or the ability to obtain one.

Own and mature compliance programs across two insurance entities, including policies, training, monitoring, audits, licensing, producer oversight, AML, anti-fraud, tax, premium trust, and fiduciary account compliance. Manage carrier, MGA, reinsurance, vendor, and technology contracts while supporting privacy compliance under GLBA and state laws. Partner with Finance, Accounting, Product, Technology, regulators, and external advisors on audits, platform governance, licensing, and insurance distribution requirements.