- Establish a network of referrals and sales leads using an organized prospecting system.
- Generate leads and following up with correspondence and close on sales
- Prepare a formal proposal and give an oral presentation to a client.
- Ensure retention and maintenance of all accounts by working effectively within a production unit.
- Learn how to set annual sales objectives and plans.
- Assist unit with timely and quality handling of new business, renewal business, and customer service needs.
- Actively seek out new sales opportunities through cold calling, networking, and social media