You will support the sales team by contacting existing users to identify their needs and scheduling appointments for insurance advisors. Additionally, you will contribute to process optimization by sharing insights from customer interactions to improve outbound strategies.
You will actively contact existing users to identify their needs and schedule appointments for insurance advisors. Additionally, you will provide feedback to the team to help optimize outbound processes.
You will lead, coach, and develop a team of 6 to 9 consultants to provide high-quality, sustainable financial advice to customers. Additionally, you will drive team culture, optimize sales processes, and act as a bridge between management and your team to ensure strategic goals are met.
