• Define and execute the global revenue strategy to drive ARR growth, pipeline quality, and improved win rates • Lead and scale high-performing enterprise sales teams across regions • Partner with Customer Success to drive adoption, renewals, and expansion revenue • Expand strategic alliances with EPC firms, consultants, technology partners, and system integrators • Serve as a key member of the executive team shaping company strategy • Build a performance culture grounded in accountability, data, and continuous improvement

Pathfinders College & Career Advisors Make a Local Impact. One Family at a Time. Do you love chatting with other parents at school events, community fairs, or coffee shops? Ever found yourself offering advice about college planning—or wishing families had better guidance before making expensive decisions? As a Part-Time Community Engagement Specialist with Pathfinders College & Career Advisors, you’ll become a trusted, local resource for families navigating college and career planning. This role blends relationship-building, community presence, and lead generation—all centered on helping families make confident, informed choices. This isn’t about pushing college. It’s about sharing a smarter, career-first approach to one of the biggest investments a family makes. What You’ll Do - Generate and nurture leads by building a strong local pipeline through conversations, events, referrals, and community outreach. - Prospect and network with parents, schools, nonprofits, youth organizations, and local businesses to expand Pathfinders’ presence and partnerships. - Engage parents one-on-one and in group settings, serving as a trusted guide and starting meaningful conversations about college and career planning. - Build and maintain community partnerships that create long-term visibility and opportunities for Pathfinders. - Serve as a local ambassador, representing Pathfinders at school events, community fairs, fundraisers, and parent gatherings. - Plan, host, and attend in-person events and tabling opportunities, including “Coffee and College,” workshops, and sponsored community events. - Develop and manage a local engagement pipeline, tracking connections and following up with interested families. - Use newsletters, social media, and outreach tools to keep families informed, engaged, and connected. - Provide feedback and insight to help shape how Pathfinders grows and connects locally—your voice matters. You’ll Thrive in This Role If You: - Are a natural connector who enjoys starting conversations and building trust. - Feel comfortable with lead generation, follow-up, and relationship management, even if you don’t consider yourself “salesy.” - Have high schoolers of your own and understand the real stress, confusion, and emotion around college planning. - Enjoy being out in the community and representing a mission you believe in. - Want flexible, part-time work that’s purpose-driven and personally rewarding. - Are organized, proactive, and motivated by making a real difference for families. Flexible Hours. Real Impact. Community-Driven. Pathfinders has helped families save over $120 million in college costs by focusing on career-first planning that makes sense financially and emotionally. This role gives you the opportunity to bring that message directly to families who need it—before costly mistakes are made. Let’s make college planning clearer, smarter, and more affordable. Additional Details: - Remote work - Must be willing to host and attend in-person events and community tabling Commission-only role, with uncapped earning potential

• Responsible for overseeing sales operations within their region, driving strategic initiatives to achieve sales targets, and fostering customer relationships. • Driving regional sales strategy in collaboration with Vice President of Sales, District Sales Managers (DSMs), and General Managers (GMs) ensuring alignment and overall business goals. • Recruits, trains, and develops sales teams, focusing on sales techniques, market dynamics, and pipeline building programs. • Champions human resources processes within sales, including hiring, coaching, and performance management of field sales associates. • Facilitates frequent sales calls and coaching sessions to identify growth opportunities and remove barriers to success. • Develops and executes regional sales strategies and initiatives, leveraging data analytics and KPIs to assess performance and drive growth. • Holds sales teams accountable for achieving sales targets and adopting business initiatives through regular performance reviews. • Partners with operations to enhance customer service, resolve disputes and support will call and counter sales growth. • Manages customer and supplier relationships, negotiating pricing and product availability, and developing strategic accounts.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. - Conduct virtual client consultations via phone and video conferencing platforms - Present customized financial solutions including life insurance, annuities, and investment products - Build and maintain long-term client relationships through expert financial guidance - Collaborate with experienced team members and industry mentors - Utilize advanced CRM systems and sales technology to manage client pipeline - Implement proven sales methodologies to achieve revenue targets - Provide ongoing client support and financial education Qualifications - Excellent communication and interpersonal skills - Strong motivation and coachability - Experience in sales, customer service, or financial services preferred - Ability to work independently in remote environment - Professional presentation skills for virtual meetings - Goal-oriented mindset with entrepreneurial drive Requirements - Commission-Based: 1099 independent contractor position with unlimited earning potential - Flexible Schedule: Set your own hours and work-life balance - Qualified Leads: Work with pre-screened prospects, no cold calling required - Comprehensive Training: Interactive courses, mentorship, and ongoing coaching - Technology Support: State-of-the-art CRM and sales tools provided - Performance Incentives: All-expenses-paid trips and rewards for top performers - Career Development: Access to industry leaders and professional growth opportunities Work Environment - 100% remote position - Team-oriented culture with collaborative support - High-energy, dynamic work environment - Mentorship from experienced financial services professionals Ready to Apply? Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact. This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance. Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.