- Drive net-new revenue and achieve established production targets and goals within the assigned territory.
- Pursue sales opportunities through existing channels and markets strategically.
- Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory.
- Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts.
- Coordinate sales activities and engage with partners.
- Network through trade shows, social media, and other channels.
- Achieve sales targets with a focus on quality over quantity.
- Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition.
- Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity.
- Educate potential clients and their teams on the power of our dynamic digital estate planning platform.
- Collaborate with colleagues across the organization, including leadership, product, and client success teams.
- Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations.
- Passionately supports our commitment to creating an outstanding experience for our prospects and customers.
- Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.