• Coordinate enrollment meetings and support brokers/groups with promotional materials • Manage quoting prices, preparing proposals and providing information regarding terms and delivery • Track sales activities and submit required sold group information for group set-up • Prospect new business contacting brokers/consultants within assigned territory • Present insurance products and services to brokers and management • Implement strategies to support key relationship building for ongoing business development with brokers/consultants for groups with 26-500 employees.

• Own the full sales cycle for your accounts, including discovery, value mapping, ROI building, proposals, negotiation, and closing. • Build multi threaded relationships across Production, Content, Digital, IT, and Executive stakeholders. • Create mutual close plans, manage legal and commercial steps, and maintain accurate forecasts. • Build tiered account plans for your target list, including org maps, incumbent tools, contract timelines, and entry strategies. • Generate pipeline through events such as IBC, warm introductions, and targeted outreach, with limited pure cold calling. • Run structured discovery with multiple personas to understand pains, current workflows, and business impact. • Create clear narratives and product demos that speak to both senior non technical and technical buyers. • Work with Customer Success on handovers and early adoption to set accounts up for expansion. • Share market feedback with Product and Engineering to help shape the roadmap. • Partner with Marketing on case studies, reference wins, and event strategy.

• Respond to clients who have requested our support • Set an appointment and meet virtually at their home for about 45 minutes • Learn and implement the in-home process utilizing several tools to help families find the best plan that fits their needs and budget • Sit down with 8 to 15 families per week • Help put 5 to 10 plans in place per week

• Collaborate within the Sales and Marketing team to consistently build and maintain a rapport with new and existing customers including key CFO, CEO and CIO contacts as well as Director and Manager level Finance, Operations, ERP and CRM users in support of your sales activities. • Leverage analytic insight to prioritize opportunities and develop business development strategies. • Facilitate account reviews with existing clients. • Advance leads and opportunities through the sales pipeline using defined methods and established criteria. • Review sales objectives and results for target accounts and prepare action plans where improvement is needed. • Assist on projects, assignments and other duties as assigned.