• Recruit and train new agents to CRC Benefits by promoting the company's unique experience through deep, trusted relationships powered by the industry’s best technology solutions. • Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of the company's specialized services. • Work effectively in a team sales environment and coordinate all sales and retention activity to assure the fastest, easiest, and most trusted benefits selling experience. • Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer. • Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary. • Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics. • Effectively market to agents/brokers and encourage them to place their clients’ business with us by coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. • Provide “just in time” sales expertise to maximize results. • Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.