Business consultant

Responsibilities

• Generate new business within a designated territory.
• Analyze, plan, and implement products and services tailored to client needs.
• Stay informed about industry trends, new products, services, and broker practices.
• Achieve or exceed monthly and quarterly sales quotas.
• Manage renewal proposals and processes for existing clients.
• Prepare executive summaries for client presentations.
• Schedule ongoing client meetings to address questions and concerns during implementation.
• Collect data to provide guidance on products, services, marketing, sales, and other business areas.
• Develop lead generation strategies and utilize CRM (Salesforce) to track activities.
• Ensure accuracy, timeliness, and efficiency of all services for assigned clients.
• Attend monthly consulting meetings and provide training and coaching for staff.

Compensation

$70,000 - $80,000 a year