The WFS Group

• Conduct inbound Zoom consultations with qualified prospects. • Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks. • Educate prospects on retirement tax mitigation and Roth conversion planning concepts. • Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions. • Build trust and credibility through clear, consultative communication. • Guide prospects through the decision-making process without relying on pressure-based sales tactics. • Manage follow-up conversations and pipeline activity with discipline and consistency. • Maintain accurate CRM documentation and forecasting. • Participate in coaching sessions, team reviews, and ongoing training initiatives. • Consistently achieve or exceed revenue and close-rate targets. • Contribute positively to a high-performance, coachable team culture.

• develop and execute Curvion's strategic partnership strategy. • identify, recruit, onboard, and activate high-value referral and channel partners. • build relationships with agencies, consultants, technology providers, communities, influencers, and other organizations that serve our ideal client profile. • create and manage partnership programs designed to generate qualified opportunities and revenue. • negotiate partnership agreements, referral arrangements, and strategic alliances. • secure podcast appearances, speaking engagements, industry opportunities, and other leveraged distribution channels. • create systems, processes, and reporting mechanisms to measure partnership performance and ROl. • collaborate closely with the CEO and leadership team on growth initiatives and strategic opportunities. • identify new distribution channels capable of generating scalable deal flow. • build and manage a healthy pipeline of partnership opportunities and strategic relationships. • continuously optimize Curvion's partnership ecosystem to maximize opportunities, influence, and revenue growth.

• Running discovery and closing conversations via Zoom • Managing pipeline and follow-up activity inside the CRM • Executing our proprietary sales framework • Maintaining accurate forecasting and pipeline visibility • Collaborating with leadership on performance optimization • Maximizing revenue opportunities across your pipeline

• Make high volume outbound calls to warm leads • Qualify prospects and identify buying intent • Set appointments for closers • Follow up with leads across the pipeline • Utilize CRM systems to track activity • Attend daily sales meetings and coaching sessions • Study sales calls and improve performance • Collaborate with closers and leadership • Hit and exceed appointment targets consistently

• Run discovery-led sales calls with business owners, operators, and leadership teams • Diagnose current processes, inefficiencies, and performance gaps within the organization • Translate product functionality into clear, measurable business outcomes • Lead tailored product walkthroughs that reinforce ROI and operational impact • Navigate multi-stakeholder buying processes and drive alignment across decision-makers • Own full pipeline management including follow-up, reactivation, and deal progression • Generate a portion of pipeline through outbound, warm follow-up, and self-sourcing • Maintain clean, accurate CRM data including notes, next steps, and deal stages • Consistently hit activity and revenue targets across calls, pipeline, and closed business • Collaborate with internal teams to ensure smooth onboarding and strong client outcomes

• Lead conversations with business owners and decision-makers • Diagnose, challenge, and guide prospects in making decisions • Own the full sales cycle including pipeline generation and deal progression • Collaborate with internal teams for clean handoff and strong client outcomes

• Run and close sales conversations across a structured 2–3 call sales process • Own your pipeline from qualified opportunity to closed deal • Consistently follow up with prospects to move deals forward and prevent stagnation • Handle objections with confidence and guide prospects to clear decisions • Maintain high daily activity levels across calls, follow-ups, and pipeline management • Accurately track all sales activity and deal progression inside the CRM • Collaborate with SDRs, marketing, and RevOps to ensure pipeline quality and conversion • Continuously refine your sales approach based on performance data and coaching feedback • Hit and exceed monthly revenue targets with consistency

• Master the SaaS products we represent by engaging with training resources and product demos. • Consistently increase product knowledge by consuming the content in the sales training center. • Participate in daily sales syncs via zoom to discuss sales initiatives, study sales call game tape, and strategize around the pipeline. • Use the WFS proprietary sales framework to lead discovery calls, uncover pain points, and deliver compelling product demonstrations. • Engaging in deep questions led discovery dialogue to identity challenges, pain points, and gaps that create the need, desire, & urgency for WFS products and services. • Build trust with prospects through consultative dialogue, aligning product benefits with their business objectives. • Utilize WFS sales material & tools to deliver persuasive sales presentations and demonstrations via zoom that speak to core desires, highlighting the key benefits and value of WFS products and services. • Achieve or exceed sales quotas and targets, consistently meeting or exceeding sales performance expectations. • Adhere to CRM best practices to track and manage sales activities, including lead management, follow-up, and accurate forecasting. • Collaborate with cross-functional teams to ensure a seamless and successful sales process. • Display WFS core values at all times to contribute to a high performance culture.

• Support and drive optimization of HubSpot configuration, workflows, and overall system performance • Audit existing CRM setups and identify opportunities for improvement • Assist in CRM setup, onboarding, and enhancements for new and existing client accounts • Collaborate with the data team to ensure CRM configuration aligns with reporting and data pipelines • Strengthen CRM data integrity, governance, and usage standards across teams • Contribute to documentation (playbooks, SOPs, workflows) to support consistency and scalability • Partner with leadership and RevOps to support forecasting, reporting, and operational initiatives • Provide support and guidance on CRM best practices and system challenges • Support onboarding of new sales hires and accounts to ensure adoption and alignment • Contribute to CRM-related projects and initiatives tied to quarterly goals

• Build and deploy AI agents to automate internal WFS workflows • Implement automations using established AI and integration tools • Maintain and optimize existing workflows for reliability and performance • Collaborate with leadership to prioritize high-impact automation use cases • Document workflows and automation logic clearly • Monitor automation outcomes and suggest improvements