• Present and sell products and services to current and potential clients
• Identify and resolve client concerns
• Follow up on new leads and referrals resulting from field activity
• Manage account services through quality checks and other follow-up
• Establish and maintain current client and potential client relationships
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals
• Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made