- Leads and oversees all of the company's marketing efforts.- Primary outreach to homeowners seeking renovations and comprehensive services.- Assisting in developing brand strategy.- Builds and retains relationships with partnering realtors.- Leads all social media marketing efforts.

- Pricing cases, and delivering to partners.- Manage RFP Inventory and Quote Process including: Reviewing RFP data, discerning what has been received and identifying what is needed to underwrite and release a quote,- Partnering with Rating and Quoting to ensure proposals are on track to meet due dates- Collaborating with team to review inventory status- Provide recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s buying triggers through consultative interactions with Sales Executives and customers. - Engage key internal stakeholders needed to put together a comprehensive proposal strategy.- Meet with Underwriting to negotiate rates, exceptions, and approvals; - Discuss RFP, plan design options, and multi-line options with Producers and their assistants,- Build strong relationships with underwriting, brokers, and their staff to ensure that customer needs are met while maintaining profitability and acceptable risk.- Handoff and transition case from sales to Onboarding.- Serve as Subject Matter Expert on various Guardian systems and procedures.

- Developed consultative sales skills to be positioned to consistently achieve or exceed personal sales production expectations established by management.- Became proficient in Guardian’s thought leadership materials and technology offerings and be able to explain them to brokers and clients to help them solve a variety of problems.- Supported new sales initiatives developed by Guardian to increase sales of existing products and/or develop sales of new products.

- Oversaw preparation of new members for examination and initiation. - Responsible for submitting chapters pledge program and reporting pledge specifics to the Central Office within established deadlines. - Partnering with the Vice President of Finance to ensure completion of initiation report and member fees.

- Attended and supported sales consultants on developing brokerage relationships within assigned territory.- Developed a clear understanding of Group Benefits business and Guardian’s diverse Group products. - Gained an understanding of our complex business relationships within the brokerage community and with the clients we service.

- Gained industry and organizational knowledge through job assignments.- Performed market research and developed financial reports on securities.- Set alerts for securities and developed watchlists.- Developed financial and analytical skills needed for a career in global wealth management and financial services.- Created Financial Models.

- Greeted customers in professional manner and answered any questions regarding products, content, use and price- Operated computerized cash register system to process sales data- Received and verified shipments; inspected and documented freight damages; determined stock needs, and arranged shelf and floor displays- Responsible for retail and warehouse functions