• Qualify leads from variety of lead sources and marketing campaigns • Contact prospective and current clients for qualified sales opportunities • Achieve or exceed activity metrics (enrollments, calls, emails, on time steps, etc.) • Staying up to date with new services/products and plans • Presenting information to clients to gain agreement to continue sales process • Participating in sales and or marketing meetings • Maintaining customer info and records in SFDC • Setting up meetings for clients and executives • Reporting to the business development management when required