Olé life

• Provide legal counsel and guidance on all legal matters of the Company, including corporate general matters of U.S. entities, such as drafting board and stockholder resolutions, ensuring compliance with applicable regulatory requirements, and monitoring ongoing legal and financial obligations. • Draft, review, and approve the Company’s legal forms and documentation, including insurance policies, riders and add-ons, underwriting forms, claims forms, codes of conduct, and other internal and external legal documents. • Review, negotiate, and approve contracts necessary to support the Company’s operations, with particular focus on agreements involving intermediaries, reinsurers, distributors, service providers, and strategic business partners. • Represent the Company, or oversee its representation, in legal matters involving senior management, regulators, counterparties, and other stakeholders. • Liaise with, instruct, and manage outside counsel, ensuring appropriate scope, quality of work, cost control, and alignment with the Company’s legal and business strategy. • Lead the formation of new legal entities, manage corporate structuring initiatives, and oversee the Company’s intellectual property portfolio, including trademarks and brand protection. • Maintain and preserve corporate records, including corporate books, resolutions, minutes, and other governance documentation. • Apply strong knowledge and legal research skills in insurance-related matters in Latin America, supporting the Company’s regional operations and regulatory strategy. • Remain up to date on, and advise the Company regarding, laws and regulations affecting insurance, advertising, data protection, and tax considerations, ensuring timely communication of relevant legal developments. • Engage with regulators and respond to regulatory inquiries, audits, and information requests, coordinating internally and with external advisors as needed. • Assist in the design, implementation, and monitoring of risk management frameworks, including performing or coordinating routine legal and compliance audits. • Collaborate with internal teams in the claims process, providing legal oversight and support as required to ensure compliance and risk mitigation.

• Identify and continuously assess training needs across the Agent and Promotores lifecycle, from onboarding to advanced sales stages. • Define a structured sales enablement roadmap: Agent onboarding and activation, Product knowledge and value propositions, Client needs identification and segmentation, Consultative selling and solution positioning, Sales process, compliance, and best practices. • Align training priorities with commercial objectives, growth initiatives, and agent performance gaps. • Design and deliver onboarding programs that motivate agents to complete their registration, and contracting process efficiently. • Create engaging learning experiences that accelerate time-to-first-sale and early productivity. • Develop content that reinforces company culture, value proposition, and long-term agent commitment. • Partner with Sales, Revenue Ops, Operations and Marketing teams to ensure onboarding consistency across markets. • Design training materials across multiple formats, including: Live and virtual training sessions, Sales playbooks and guides, Microlearning and reinforcement content. • Adapt training programs to different audiences (new agents, experienced agents, promotores, etc). Ensure content is practical, easy to apply, and directly connected to real sales scenarios. • Design assessments, certifications, and evaluations to measure learning effectiveness and knowledge retention. • Track training completion, results, and impact on agent productivity. • Continuously iterate training programs based on feedback, performance data, and business outcomes. • Own and maintain training records for Agents and Promotores, including: Who was trained, When training occurred, Topics and certification status, Ensure training data is accurately captured