Develop and grow a profitable book of personal insurance business. Identify and pursue new client opportunities through networking, referrals, and targeted prospecting. Build long-term relationships with clients, delivering consultative insurance solutions tailored to their needs. Maintain a deep understanding of insurance products, carrier guidelines, and market trends.
Lead, coach, and support assigned producers to achieve individual and team sales goals. Conduct regular performance reviews and one-on-one development sessions. Monitor pipeline activity, ensure CRM utilization, and guide producers on effective sales strategies. Promote a culture of accountability, integrity, and performance.
Collaborate with the Platform VP of Sales to develop and implement regional sales strategies. Provide regular sales reports, forecasts, and updates on team and individual performance.