• Develop and execute a strategic sales plan for the assigned territory, including annual business plans with revenue and product goals. • Identify prospective client sources and develop growth strategies using a variety of communication methods, including direct contact, client seminars, and virtual or in-person presentations. • Stay current on industry trends, market conditions, and competitor activities to refine sales strategies. • Deliver customized presentations and position new services, marketing ideas, and concepts to assigned brokers, ensuring a tailored approach for different audience needs. • Build and maintain strong relationships with brokers and clients, proactively identifying opportunities to drive additional sales and strengthen partnerships. • Represent the company at national broker conferences, marketing meetings, and other industry events to enhance brand visibility and network with key stakeholders. • Meet or exceed annual sales objectives, continuously monitoring progress and adjusting strategies as needed. • Maintain accurate and up-to-date records of sales activities and account interactions using Salesforce, ensuring all data is captured for tracking and reporting purposes. • Participate in weekly sales meetings and regular CRO conference calls to review territory development, broker engagement, and the status of pending cases. • Collaborate with the CRO and other executive leaders to align territory strategies with the overall company sales plan and organizational objectives.