Saybrus Partners

• Ensures department is well staffed and provisioned • Hires and trains employees • Develops and implements business strategies • Delegates responsibilities and supervises business operations • Resolves conflicts or complaints from customers and employees • Analyzes information and processes • Establishes and achieves business objectives • Maintains a clean, tidy business • Generates reports for upper-level managers • Ensures staff follows company policies and procedures

• Support Saybrus distribution segment by proactively assisting the sales manager, Team Leader and the wholesalers in achieving company sales goals • Initiate marketing campaigns and maintain relationships with advisors and support key distribution relationships • Provide conceptual sales support and training on retirement concepts being marked to advisors • Independently compare and evaluate annuity products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives • Train agents on Product benefits and differences to meet client objectives • Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales • Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed • Maintain constant availability for 800-line call coverage on inbound calls while making outbound calls during assigned times • Coordinate Channel coverage and schedules of Nassau Team • Establish credible relationships with IMO staff and financial advisor and be able to provide immediate support on complex matters without direction • Educate IMO staff and financial advisors on the advantages and disadvantages of different annuity products • Identify new opportunities to increase sales to meet the goals of the organization

• Supports Saybrus Partners on business reporting, processing, and operational needs. • Consolidates, analyzes, and communicates critical information to internal and external parties. • Performs critical analysis and validation of data from multiple third-parties. • Independently validates and monitors regular premium reporting by partner channels. • Responsible for ensuring accuracy of all business reports. • High level comprehension of data being fed into Firm systems. • Support Salesforce administrator, including advisor/agent data loads and maintenance. • Independently and proactively offer solutions and resolve key business issues as related to business reporting. • Support new account launch and implementation by gathering and defining business needs and data requirements. • Accomplishes organization goals by accepting ownership for undertaking new and different requests.

• Achieving the territory's annual sales goals, including overall production, penetration rates and diversity of products sold • Providing dedicated assisted-sales support • Establishing and maintaining strategic relationships within the territory • Fact-finding and prospecting with assigned advisors to maximize sales results • Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes