- Conduct in-person sales activity throughout the assigned territory, including advisor/producer meetings, training seminars, agent conferences, and back-office training.
- Develop and maintain successful business relationships with advisors through frequent, proactive communication and visitation.
- Execute a territory sales plan in collaboration with sales leadership to prioritize advisor opportunities and drive annuity sales.
- Utilize Salesforce and internal reporting data to identify opportunities, evaluate trends, and document advisor interactions.
- Manage travel, entertainment, and sponsorship resources responsibly within company guidelines.
Business DevelopmentSalesforceRelationship management+1 more