- Identify and lead discovery discussions with prospective clients to determine objectives/goals, opportunities, and readiness for new lines of business or strategic partnerships - Work cross-functionality and serve as a liaison between our clients and operations, legal, client support, and other internal teams. - Manage negotiations and execution that is mutually beneficial. - Analyze reporting and have a deep understanding of our prospect’s/client’s pain points which has reduced churn, increased company growth, and grown top-line revenue.- Utilize CRM (Salesforce) software to manage, track, and prioritize potential and existing opportunities.- Develop and execute strategic planning including research, creating reliable forecasting, and implementing successful go-to marketing campaigns. - Build, grow, and nurture long-term partnerships by focusing on developing new business opportunities, establishing deal frameworks, and uncovering ways to optimize and grow existing partnerships.

- Liaison between clients and insurance companies, finding the client the best deal for insurance coverage.- Life Insurance Strategist, Long-term Care specialist, & Medicare planning and consulting.- Health and Wealth management.

- Manage day-to-day performance of all sales team members and deliver reviews.- Recruiting and training of sales staff.-Embody company culture and maintain high sales employee engagement.- Developed sales strategies to achieve organizational sales goals and revenues.