• 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

• Provide strategic insight and thought leadership on trade and diplomatic engagement with Japan in the context of broader global climate and energy goals. • Monitor and track developments relating to Japan’s trade relationships with a focus on key partner countries, including various bilateral and multilateral frameworks and agreements (e.g. FTAs), government strategies and publications (e.g. Green Transformation Strategy; and industrial policy priorities, such as the 17 Strategic Fields under Japan’s growth strategy etc.), as well as commercial drivers relating to both traditional and clean energy supply chains, in order to assess their impact on Japan’s energy and economic security priorities and identify opportunities for strategic interventions. • Produce analysis, presentations, briefings and other materials, both internally to contribute to E3Gs strategic thinking, and to a wide range of external contacts to communicate our analysis and recommendations, in both written and spoken formats. • Expand E3G’s relationships and networks to relevant institutions and stakeholders in trade, energy and economic security – particularly civil society organisations (CSOs), alongside government officials, research institutions, trade associations and key private sector actors, primarily in Japan and key trade partner countries, to develop productive collaborations that support achieving the programme’s objectives. • In collaboration with E3G’s Japan experts and trusted partners, maintain and widen the team’s relationships with diplomats and foreign missions and trade representatives to distribute analysis and strategic advice, for example through organising and presenting in online and in-person briefings. • Represent E3G externally through active participation in civil society meetings, as well as relevant conferences and other events in Japan and internationally as needed; and maintain relations to media and provide commentary and insights about their area of expertise when needed.

• Provide technical product support to outside sales and field partners for Residential HVAC products • Assist dealers in troubleshooting service and installation problems over the phone daily • Maintain daily call log of customer interactions • Provide outside field service customer support on job sites • Develop and maintain relationships with outside sales, field technicians, and customers, ensuring their satisfaction with our products and services at all times • Provide technical product knowledge and product training virtually and in-person to customers and internal associates • Assist in developing training curriculum and materials as directed by the Training & Technical Support Manager • Assist with filing warranty claims • Attend trainings to become Trane/American Standard Field Service Representative (FSR) • Become a Mitsubishi Diamond Service Group member (DSG) • Other duties as assigned by Manager

• 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