• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance • Achieve plan level and individual goals to help achieve service level agreements and business results • Participate in client meetings, sales finals, or other external meetings as needed • Work collaboratively across internal service and management teams to improve effectiveness

• Increase revenue by developing new relationships for our Practice • Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development • Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products • Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles • Actively engage with advisors to understand their needs and provide tailored solutions • Analyze feedback to improve service and client satisfaction • Generate a steady flow of quality cases into the presale pipeline • Identify and pursue new business opportunities in target markets • Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing • Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed • Prepare regular reports on sales activities, market trends, and business development efforts • Maintain accurate and up-to-date records of client interactions and sales processes • Stay updated with the latest products, services, and industry trends • Educate producers and clients on the benefits and features of the company's offerings • Assist in the development of marketing materials and sales tools • Work closely with internal teams to ensure cohesive business strategies • Encourage a culture of innovation by suggesting new ideas and improvements for products and processes • Develop and implement strategies for market penetration and client acquisition • Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects • Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding • Coordinate with the Case Management team to deliver services that meet or exceed client expectations

• Prospect and close new clients • Review and cross-sell existing clients • Manage the sales cycle and pipeline • Build strong relationships with our existing and prospective clients • Develop a well-rounded understanding of our organization, services, partners and target industries • Work closely with our team to improve services, communication, and customer interactions • Attend conferences and other industry events • Comfortable with the enterprise technology stack, able to provide live product demonstrations