• Drive regional market expansion for company products, boost market coverage, and hit local sales targets. • Nurture client relationships and identify customer needs. • Follow up on regional sales opportunities, and provide clients with tailored solutions and value-added services. • Independently conduct product introductions and consultations at end-user hospitals. • Complete other tasks assigned by company leadership.

• Independent acquisition of new customers and projects in the eMobility market (electric charging solutions) in Germany • Sustainable establishment and development of business relationships with the clear objective of long-term revenue and profit growth • Responsible for technical customer consulting, preparing proposals and negotiating contracts • Conducting market and customer analyses • Ensuring customer satisfaction • Delivering product-related presentations • Translating customer requirements into technical concepts and solutions in collaboration with internal departments such as product management • Representing the company at trade shows, conferences and networking events • Reporting in writing on all important matters such as project status, buyer behavior, market developments, corporate relationships and deadlines • Maintaining customer master data and using the CRM

• Drive new business & sales growth • Achieve and exceed sales targets through active and strategic prospecting. • Continuously generate new leads, engage potential customers, and convert opportunities into successful sales. • Develop and execute a territory sales plan to expand Bio-Works’ presence within pharma, biotech, and related industries. • Perform regular customer visits, presentations, and demonstrations to build relationships and move opportunities forward. • Maintain a high level of sales activity — calls, meetings, follow-ups, and lead nurturing. • Build and maintain a strong, active sales pipeline with well-qualified opportunities. • Use CRM tools to manage customer data, forecast accurately, and report key metrics to management. • Represent Bio-Works at trade shows, conferences, and industry events to expand visibility and generate leads.

• Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities. • Builds and maintains strong client relationships, ensuring satisfaction and trust. • Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360. • Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes. • Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments. • Supports clients in fulfilling fiduciary obligations and maintaining proper documentation. • Develops and delivers educational programs to improve participant understanding and engagement in retirement planning. • Promotes strategies that increase participation rates and contribution levels. • Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning. • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process. • Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers. • Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management. • Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives. • Attends industry or relevant targeted prospect events. • Travels domestically throughout the territory to meet with prospects. • Performs other projects, duties, and tasks, as assigned.