eFinancial

• Support hiring within a fast-paced, high-volume sales organization. • Balance recruiting speed, candidate quality, and operational execution. • Manage multiple requisitions and high candidate volume simultaneously. • Assess candidate communication skills, coachability, and sales readiness. • Maintain a strong candidate experience from initial outreach through onboarding. • Host info sessions, new hire check-ins, and culture-based touchpoints.

• Facilitate the development of creative assets between internal marketing teams and external contractors, ensuring accuracy and brand consistency. • Publish content and maintain a compelling and consistent brand presence on organic social media platforms. • Coordinator development of organic web content. • Publish and maintain organic content ensuring SEO best practices. • Partner with lifecycle marketing to develop and test new campaign content. • Support reputation management initiatives, including coordination and maintenance of review and referral campaigns. • Support marketing compliance by submitting assets for legal review and responding to documentation and data requests. • Assist with other marketing and sales process operations as needed.

• Shape the future of our sales team: Own full-cycle recruitment with a focus on alignment, transparency, and long-term fit within a high-volume sales model • Drive hiring results: Hit monthly hiring goals while maintaining candidate quality and building a strong, qualified pipeline • Own funnel performance: Actively manage and optimize candidate flow • Provide a high-touch candidate experience: Communicate with candidates at every stage, ensuring clarity, urgency, and engagement • Facilitate interviews: Conduct structured phone interviews focused on communication, coachability, and sales alignment; document and advance qualified candidates • Coordinate interview logistics: Host virtual info sessions, manage scheduling through Calendly, and maintain accurate UKG documentation • Prepare and extend offers: Draft and extend offers with a focus on speed and accuracy; initiate onboarding workflows in partnership with HR and TAC • Ensure pre-start compliance: Confirm background checks, licensing status, and onboarding completion prior to start dates • Support onboarding readiness: Maintain onboarding trackers, follow up with candidates, and ensure new hires are fully prepared for Day 1 • Maintain systems & reporting: Keep all candidate data, interview feedback, and trackers up to date daily in UKG and internal systems • Manage job postings: Post roles, ensure accurate targeting, and maintain pipeline flow across sourcing channels • Spot trends and drive improvement: Use recruiting data to identify trends, improve processes, and increase hiring efficiency

• Connect with individuals using our advanced auto-dialing system. • Provide individuals and families across the nation with peace of mind through the sale of eFinancial’s innovative life insurance products. • Deliver a seamless purchasing experience.

• Shape the future of our sales team: Own full-cycle recruitment with a focus on alignment, transparency, and long-term fit within a high-volume sales model. • Drive hiring results: Hit monthly hiring goals while maintaining candidate quality and building a strong, qualified pipeline. • Own funnel performance: Actively manage and optimize candidate flow. • Provide a high-touch candidate experience: Communicate with candidates at every stage, ensuring clarity, urgency, and engagement. • Facilitate interviews: Conduct structured phone interviews focused on communication, coachability, and sales alignment; document and advance qualified candidates. • Coordinate interview logistics: Host virtual info sessions, manage scheduling through Calendly, and maintain accurate UKG documentation. • Prepare and extend offers: Draft and extend offers with a focus on speed and accuracy; initiate onboarding workflows in partnership with HR and TAC. • Ensure pre-start compliance: Confirm background checks, licensing status, and onboarding completion prior to start dates. • Support onboarding readiness: Maintain onboarding trackers, follow up with candidates, and ensure new hires are fully prepared for Day 1. • Maintain systems & reporting: Keep all candidate data, interview feedback, and trackers up to date daily in UKG and internal systems. • Manage job postings: Post roles, ensure accurate targeting, and maintain pipeline flow across sourcing channels. • Spot trends and drive improvement: Use recruiting data to identify trends, improve processes, and increase hiring efficiency.

• Connect with individuals using our advanced auto-dialing system. • Provide individuals and families across the nation with peace of mind through the sale of eFinancial’s innovative life insurance products. • Deliver a seamless purchasing experience. • Work with a dynamic and rapidly expanding team. • Participate in a hyper-growth environment with comprehensive training. • Benefit from working with 100% inbound leads; no cold calling is required.

• Lead the vision, strategy, and execution for life insurance product development and improvement. • Conduct market monitoring and competitive intelligence to identify opportunities, segments, and approaches for competitive advantage. • Streamline and optimize the product portfolio across the company, eliminating redundancies and ensuring profitability. • Develop and implement future product strategies aligned with corporate objectives and market trends. • Collaborate with sales, distribution, marketing, and customer experience teams to ensure product offerings meet client needs and business growth targets. • Oversee the deployment and management of new products, including digital strategies and change management initiatives. • Define and maintain underwriting philosophy, guidelines, and risk tolerance and ensure consistency across business units. • Lead initiatives to automate underwriting processes, leveraging advanced rules engines, AI-driven risk scoring, and predictive analytics. • Ensure underwriting systems are integrated with digital platforms for seamless agent and client experiences. • Monitor industry trends and regulatory changes to proactively update underwriting practices. • Establish performance metrics and reporting frameworks for underwriting efficiency and accuracy. • Ensure compliance with regulatory standards and internal audit requirements. • Partner with actuarial, claims, and other business units to align product and underwriting strategies. • Mentor and develop leaders and staff, fostering a culture of innovation, accountability, and continuous improvement. • Act as a change management catalyst to facilitate the implementation of new initiatives.

• Develop, design, and refine executive-level PowerPoint presentations for MBRs, QBRs, offsites, strategy sessions, and cross-functional forums. • Translate complex business and technical information into concise, visually compelling storytelling. • Draft executive summaries, talking points, meeting notes, and communication materials. • Coordinate logistics for leadership meetings, workshops, planning sessions, and offsites. • Manage run-of-show documents, materials, seating charts, AV setup, and vendor coordination. • Prepare and track agendas, timelines, and event deliverables. • Support PMO governance routines including RAID logs, project updates, status reporting, and intake workflows. • Manage cross-functional schedules, dependencies, and action items. • Assist Project Managers and Program Managers with documentation, tracking, and communications. • Maintain SharePoint sites, Teams channels, and online project repositories. • Develop and maintain standardized templates for presentations, reports, and project documentation. • Help support organizational rhythms including operating cadences and planning cycles. • Serve as a connector across Technology, Operations, Distribution, Finance, and Product teams. • Facilitate communication flow between leaders and project teams. • Ensure timely alignment and follow-through on cross-departmental initiatives.

• Design, configure, and maintain Architect call flows and routing strategies • Optimize skills-based routing and queue performance • Configure and manage outbound dialer campaigns • Build and maintain data actions to connect Genesys Cloud with Salesforce and other systems • Support API-based integrations and troubleshoot connection issues • Implement automation workflows to reduce manual processes • Monitor system performance and identify optimization opportunities • Support QA, reporting, and operational data needs • Maintain documentation of system configurations and workflows • Partner with business stakeholders to translate operational needs into platform solutions