• Proactively reach out to prospects via cold calling and email to spark interest and start conversations building relationships • Identify and qualify key decision-makers across our target accounts • Make high volumes of outbound calls meeting and exceeding KPIs • Leverage sharp communication skills and a consultative approach to book meetings within brief, high-impact phone conversations • Secure high-quality meetings for the Account Executives Team by clearly communicating our value proposition • Handle objections with confidence and persistence, maintaining professionalism while pushing past initial resistance to secure appointments • Navigate complex organizational structures to reach Executive Directors and other senior stakeholders. • Exercise determinism and persistence in nurturing relationships over extended Sales cycles, sometimes up to a year of strategic follow-up to ultimately secure meetings with Executive Directors • Collaborate with the Head of the Function and the AE Team on outreach strategies and ideal customer profiles. • Maintain accurate records and activity tracking in the Company's CRM • Consistently hit (and celebrate!) monthly targets for meetings booked and qualified leads

• Generate Pipeline: Proactively identify, engage, and qualify new business opportunities through outbound prospecting across email, phone, LinkedIn, and creative channels. • Partner with AEs: Collaborate with Account Executives to develop account strategies, craft personalized outreach, and hand off qualified leads. • Think Creatively: Use unconventional and innovative tactics to connect with decision-makers and cut through the noise. • Own Your Process: Manage your pipeline, log activities in HubSpot (or similar), and track outreach consistently to ensure healthy pipeline coverage. • Learn & Adapt: Stay up to date on social engineering fraud trends, Trustmi’s solutions, and the competitive landscape. • Travel: Occasionally travel to support marketing events and company offsites.

• Execute high-volume outbound prospecting via phone and email • Follow structured outreach sequences, call scripts, and qualification frameworks • Engage prospects to understand insurance needs, coverage gaps, and eligibility • Pre-qualify prospects by identifying interest level, decision-making readiness, and timing • Book confirmed, qualified appointments for licensed insurance agents • Maintain accurate and detailed records in CRM systems • Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day • Conduct follow-up and reminder calls prior to scheduled appointments • Communicate proactively with internal sales stakeholders regarding appointment status • Manage reschedules and no-shows, which are common in insurance sales

- Execute high-volume outbound prospecting via phone and email - Follow structured outreach sequences, call scripts, and qualification frameworks - Engage prospects to understand insurance needs, coverage gaps, and eligibility - Pre-qualify prospects by identifying interest level, decision-making readiness, and timing - Book confirmed, qualified appointments for licensed insurance agents - Maintain accurate and detailed records in CRM systems - Consistently meet or exceed performance metrics, including daily call volume targets of 100–200+ calls per day - Conduct follow-up and reminder calls prior to scheduled appointments - Communicate proactively with internal sales stakeholders regarding appointment status - Manage reschedules and no-shows, which are common in insurance sales