- Handle in-bound inquiries and place out-bound follow-up calls to educators seeking life insurance solutions.
- Develop trust-based relationships, educating clients on owning life insurance products.
- Meet or exceed sales targets and activity metrics through consultative, needs-based selling.
- Maintain compliance with regulatory requirements and company quality standards.
- Accurately document interactions in CRM systems and stay informed on industry updates and product enhancements.
CRM