Conduct research to identify potential leads and target accounts Reach out to prospects via phone calls, emails, and social media Qualify leads by understanding their needs and determining their potential fit with our products/services Drive sales efforts by identifying and qualifying distribution partners (insurance brokers and agencies) and/or leads Collaborate with the marketing team to align on lead generation strategies and campaigns Maintain accurate and up-to-date records of all interactions in the CRM system Representing our product in the market at events / conferences as needed, which may take place during evening and/or weekend hours Continuously improve sales skills and product knowledge through training and feedback Identify areas where we can improve tools and processes Compliance with all applicable laws and regulations Other duties as assigned