Responsibilities

• Identify and develop new business opportunities by prospecting, cold calling, and building a robust pipeline of potential clients in the Chicago market.
• Build and maintain strong relationships with customers, understanding their needs and positioning appropriate products or services to drive satisfaction and loyalty.
• Conduct in-person and virtual product presentations, clearly articulating value propositions to decision-makers at all levels.
• Meet or exceed monthly and quarterly sales targets through disciplined follow-up, negotiation, and closing of new accounts.
• Collaborate with internal teams to ensure seamless onboarding and ongoing support for new clients, serving as the primary point of contact throughout the sales cycle.
• Track all sales activities, customer interactions, and pipeline progress using CRM software, providing accurate forecasting and reporting to management.
• Stay current on industry trends, competitor offerings, and market developments to effectively differentiate the company's solutions in the field.

About the Company

This Chicago-based organization is dedicated to providing families and individuals with access to high-quality insurance and financial products through a personalized, client-first approach. With a commitment to education and transparency, they empower clients to make informed decisions about their coverage and long-term financial well-being. The company partners with a wide range of top-rated carriers to offer flexible solutions tailored to each client's unique needs. Their mission is rooted in integrity, community, and a genuine desire to make a meaningful difference in people's lives.



About Caliber

Caliber is a specialized recruiting firm focused on connecting top-tier talent with companies that are making an impact. With deep expertise across multiple industries, Caliber takes a consultative approach to talent acquisition — working closely with both clients and candidates to ensure the right fit on both sides. Their team is committed to building long-term relationships grounded in trust, transparency, and results. Learn more at www.caliber-inc.com.