p>• Proactively generate new business opportunities within the designated territory • Continuously expand knowledge of industry trends, new products, services, and broker practices • Conduct thorough analysis, planning, and implementation of products and services tailored to meet client needs • Stay informed about competitors initiatives and analyze potential competitive threats • Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients • Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase • Collect and analyze data to provide strategic guidance on products, services, marketing, sales, and other business areas • Prepare concise and impactful executive summaries for client presentations • Develop lead generation strategies and effectively use CRM (Salesforce) to track activities • Consistently meet or exceed monthly and quarterly sales quotas • Complete and submit accurate new business paperwork, expense reports, and weekly activity reports by the deadlines set by management • Participate in monthly consulting meetings and provide training and coaching to other team members • Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation, including cars, taxis, or rideshare services, and in some cases, potential public transportation • Build, maintain, and promote relationships with team members, peers across disciplines, and all other company team members, ensuring effective coordination of communications and services affecting clients • Attend webinars and training to stay up-to-date on best practices related to the company and department • Complete projects and other duties as assigned by supervisor.