- Drive net-new revenue and achieve established production targets within the assigned territory.
- Execute sales call strategies and sell additional products into Named Enterprise Accounts.
- Deliver compelling presentations and product demonstrations tailored to client business needs.
- Partner with the Business Development Representative team to align on lead qualification and outbound strategies.
- Manage sales pipeline and provide accurate forecasts to management.
- Network through trade shows, social media, and other channels to build market presence.
- Educate potential clients on the digital estate planning platform.
Negotiation