-Manages a portfolio of Business Clients to grow and maintain revenue, provide personalized service and effectively cross-sell -Identify and provide the appropriate financial solutions which lead to maximum retention rates, growth and profitability -Opens new accounts, takes loan applications, closes loans and provides customer service to existing business clients -Thoroughly assess need; effectively draw from the full spectrum of Sovereign's business products and services to produce total integrated financial solutions for the client -Majority of time spent calling on existing and prospective business clients to develop new business and to retain or expand existing business

Identifies prospective customers using established lead methods. Sells auto, home, life and other insurance products to individuals and Affinity groups within assigned territory using consultative selling techniques. Counsels and advises prospects and policyholders on matters of protection and coverage. Develops and maintains business relationships with policyholders and within community. Makes group presentations to decision-makers in Affinity organizations. Services and maintains renewal policies. Participates in various incentive programs and contests designed to support achievement of production goals. Is responsible for a specific volume of quality new business quoted and written within company guidelines.