• Support clients with travel planning and reservations. • Provide clear, professional communication. • Resolve client issues promptly. • Attend ongoing training and webinars. • Collaborate with team members for quality service.

• Lead consultative engagements with enterprise merchants to define business outcomes and solution strategies. • Influence and drive executive-level customer conversations during pre-sales to demonstrate value and differentiation of ACI solutions. • Own business case development: lead value discovery workshops, build ROI/TCO models, and define measurable success criteria. • Design and orchestrate Proof-of-Value engagements with clear entry/exit criteria and success metrics. • Apply structured qualification methodology (e.g., MEDDICC) to improve no-go discipline and win rate. • Collaborate closely with Technical Solution Consultants, Sales, Product, and Marketing teams to deliver integrated solutions and account strategies. • Author industry points of view and maintain competitive intelligence to inform discovery and demos. • Create reusable value assets and enable Sales/SCs to apply them consistently. • Provide market insights and thought leadership to customers and internal stakeholders. • Partner with Customer Success to track value realization post-sale on top accounts. • Understand and adhere to all corporate policies.

• Receive and respond to assignments promptly, typically scheduling inspections within 24 hours. • Conduct thorough onsite property inspections (often with engineers) within 7 days of assignment. • Access rooftops, crawlspaces, and other challenging environments to conduct full evaluations. • Prepare detailed photo reports, cost estimates (using Xactimate or similar), and written reports within 7 days post-inspection. • Collaborate with Keystone’s Managing Building Consultant during the review and approval process, responding within 24 hours of report feedback. • Occasionally travel to perform CAT (Catastrophe) event evaluations. • Participate in joint inspections and communicate effectively with policyholders, engineers, and claim adjusters. • Act as an expert witness, when required, and provide credible testimony based on your construction experience.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are looking for passionate and driven individuals to join our team as Financial Representatives in the Pogue Region. In this role, you will: - Provide tailored financial solutions to meet the needs of our members - Build and maintain strong relationships within the community - Engage in community service and outreach programs - Support the growth and development of the local office under the guidance of our local team Benefits - 401(k) - 401(k) matching - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance - Starting income ranging from $97K to $192K+, commensurate with experience - Ability to far exceed this range if your competitive drive compels you to reach higher - Resources aligned to support you to recruit, train and develop the team of talented professionals - Exclusive training/development with the financial services professional supporting you - An environment and culture of mutual support and growth - Attainment of prestigious credentials and recognition - Consistent opportunities for growing your income and character - Strong benefits and retirement package - Life insurance - Professional development assistance - Referral program - Flexible work from home options available - Willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth Company Description Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. - Financial strength anchored in a robust asset base of $17.14 billion - Prudent investment philosophy focusing on high-quality, diversified investments - High industry ratings from A.M. Best and KBRA - Surplus of $2.42 billion and a solvency ratio of 116.41% - Commitment to ensuring additional protection for its members