• Utilize in-depth product knowledge to help sales staff uncover requirements, recommend and demonstrate the Integrity TMS solution. • Resolve complex issues requiring in-depth knowledge of product and Treasury market. • Develop appropriate product solutions to meet client/prospect business requirements. • Drive solution assurance process on behalf of sales executives to obtain client/prospect requirements. • Work on RFPs (Request for Proposal) and RFIs (Request for Information) against tight deadlines. • Set up and deliver product presentations/demonstrations to clients/prospects.

• Proactively identify, qualify new business opportunities within our industry sectors. • Mostly outbound self-lead generation (90+%). • Utilize prospecting skills across multiple channels to build and maintain a robust sales pipeline. • Develop and implement tailored solutions to enhance customer experiences. • Collaborate with CRO & Marketing to stay current on market trends and strategically position solutions. • Deliver compelling presentation and secure new clients to achieve revenue targets. • Develops contract strategy and negotiates contracts in accordance with company standards and business requirements. • Reviews market analyses to determine customer needs and product fit. • Develops sales campaigns. • Oversees sales forecasting and prepares other reports for management ongoing. • Works in conjunction with and ensures support for sales administration, product development, marketing communications and research. • Communicates and enforces company policy and practices.

• Deliver business insights and volume growing recommendations to the Retail Execution and Sales teams • Build front-end management tools and reports for breakdown of results and customer specific insights • Perform research on retail priorities and selling objectives • Pull data using algorithms, statistics, and advanced reporting to assess business performance • Ensure that customer, consumer, and category insights are delivered successfully through effective collaboration • Lead the analysis of data to roll-up effective story-telling for stakeholders

• Get licensed (we’ll guide you through the process if you’re new). • Meet with clients virtually or in-person to assess their needs. • Present customized life insurance solutions. • Close sales, celebrate wins, and build long-term client relationships.