Manage and grow a book of 100–200 independent advisors by prospecting, developing consultative sales strategies, producing proposals, forecasting sales, tracking cases from submission to completion, and reporting monthly sales data. Build product and industry expertise to support life, annuity, long-term care and disability product sales and collaborate with internal teams to close opportunities and drive production within an assigned territory.

Manage and grow enterprise Medicare and health‑insurance BPO client relationships. Serve as primary client liaison, ensure operational and contractual KPI delivery, lead business reviews, drive performance improvements, manage financials and account expansion, oversee scaling and compliance with CMS/Medicare rules, and deliver data‑driven insights and reporting.