• Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of its offshore mutual funds (UCITS) and separately managed accounts. • Develop new relationships and maintain existing relationships with advisors. • Lead sales initiatives with intermediaries in a defined territory. • Identify client needs and coordinate efforts to serve assigned intermediaries. • Conduct sales/product training meetings for assigned territories.

• Develop and maintain dealer partnerships, selling the value of Exeter’s program • Develop and execute business strategy within assigned market that drives application and loan volume growth • Cultivate the market identifying unsigned dealer opportunities • Collaborate with originations and dealer services to problem solve market challenges • Foster a collaborative culture that facilitates achievement of team goals • Effectively communicate to develop strong partnerships with dealers enhancing dealer experience

• Maintain and execute the CRM and Sales Data Audit process to set standards. • Perform data enrichment research and maintain appropriate data within the CRM. • Manage report requests to support sales representatives and sales leadership. • Consolidate and analyze sales data to support system integrity, process and performance. • Manage, test and implement CRM updates, changes, and enhancements. • Maintain dashboards, reports and KPI data within the CRM. • Work with sales team to resolve data integrity issues in support of CRM hygiene. • Provide reporting to Sales regarding lost business, new opportunities/pipeline, account onboarding, etc. • Manage sales account assignments and territory coverage model. • Serve as the subject matter expert for the sales organization in relation to systems and processes used within the sales cycle. • Conduct CRM system and process training. • Assist with the development of education and training content to establish core sales fundamentals for new and existing sales team members. • Assist with key projects and initiatives that drive overall sales growth.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Remote Travel Advisor, you’ll play a mission-critical role in supporting our clients from their very first trip idea all the way to their safe return home. You’ll be the steady, knowledgeable guide who keeps their travel experience seamless, stress-free, and genuinely memorable. From handling bookings to troubleshooting challenges, you’ll bring professionalism, care, and that classic service mindset that never goes out of style. Key Responsibilities - Engage with client inquiries across email, phone, and messaging channels with timely, polished communication. - Support travelers with booking updates, modifications, cancellations, and special requests. - Provide accurate, up-to-date insights on destinations, travel documents, and agency procedures. - Follow up to confirm trip details and gather feedback post-travel. - Resolve concerns with empathy, efficiency, and a commitment to client satisfaction. Benefits - Fully remote flexibility — work from anywhere and design a schedule that aligns with your lifestyle. - Exclusive travel perks and access to industry-only discounts. - Professional development through ongoing training, mentorship, and team support. - Community culture where passion for travel, connection, and meaningful memories drives everything we do. Qualifications - Strong written and verbal communication skills. - Experience in customer service—ideally in travel, tourism, or hospitality. - High attention to detail with strong organizational and follow-through habits. - Tech-savvy and quick to adapt to new systems and booking tools. - A genuine love for travel and helping others design unforgettable journeys.