Proactively engage with leads assigned in Salesforce (SF) database. Maintain accurate and updated records of all interactions and follow-ups in SF. Make a minimum of 60 connected calls each day to prospects and existing clients. Book at least 4 branch visits daily and schedule 2 video calls or home demos. Conduct a minimum of 2 branch visits and 1 video call or home demo daily. Provide detailed feedback and reports on outcomes of branch visits and video calls/home demos to the reporting manager. Divide monthly targets into weekly objectives and ensure consistent achievement. Operate from the assigned branch location to optimize productivity and receive support, training, and facilitation. Ensure all interactions and engagements comply with company policies and industry regulations.