• Within 3 months, you will: Complete a full assessment of the strategic team — pipeline health, rep performance, deal quality, and territory coverage. • Establish your weekly operating cadence: pipeline reviews, deal inspections, 1:1 coaching sessions, and forecast calls. • Build relationships with every active strategic opportunity and co-sell on the top 5 deals in the pipeline. • Understand Clutch's product suite, competitive landscape, and the credit union buying process at a deep level. • Within 6 months, you will: Drive measurable improvement in pipeline generation, stage progression, and forecast accuracy across the team. • Implement a rigorous deal inspection framework (MEDDPIC) and hold the team accountable to it weekly. • Partner with Marketing and TruStage to build joint pipeline programs targeting top strategic accounts. • Close at least 2 strategic deals alongside your reps, demonstrating the selling standard you expect. • Identify and begin recruiting for any open seats or performance upgrades on the team. • Within 9 months, you will: Have the team consistently operating at 3x+ pipeline coverage against quarterly targets. • Deliver accurate, defensible forecasts within 10% variance. • Establish yourself as the go-to executive sponsor on the largest strategic deals. • Build a rep development program that accelerates ramp time and raises average attainment across the team. • Contribute to GTM strategy — territory design, comp planning, account tiering, and segment-level go-to-market plays.

• You’ll spend your days engaging with the largest farming operations in New Zealand. These businesses often span multiple business units, decision-makers, and territories, and you’ll need to understand their structure, surface critical challenges, and map Halter’s value across the full enterprise. • You’ll lead complex sales cycles from end-to-end, guiding stakeholders through discovery, evaluation, and procurement, and navigating multi-layered negotiations all the way through to signed agreements and successful rollouts. • You’ll be actively developing relationships from farm to board unlocking enterprise opportunities through a mix of strategies: identifying and approaching high-value leaders/stakeholders, activating your network, driving event engagement, and leading outbound efforts. • You’ll work closely with Halter Account Managers to unlock organisation-wide adoption and ensure our most important customers get the most out of Halter. • In this role, you'll be expected to build meaningful relationships with board members, operational leaders, and key influencers across each account.

• Define and execute the long-term vision for the firm's commercial operating system. • Lead modernization, integration, and optimization initiatives across CRM and sales enablement platforms. • Own the development and ongoing evolution of commercial playbooks for consulting services. • Serve as the primary product owner for the firm’s CRM and sales enablement ecosystem. • Design, activate, and manage executive and operator dashboards providing real-time insights. • Partner directly with consulting and revenue teams to improve win rates for large deals. • Act as the connection point between Marketing, Strategy, and Revenue. • Lead training, onboarding, and change management for platforms and playbooks.

Why Meron Financial Agency? Are you working hard but not getting paid what you’re worth? Or maybe you’re earning well but sacrificing your time, freedom, and peace of mind? At Meron Financial Agency, we believe you can have both: financial success and a life you love. We’re not just building careers—we’re building leaders, entrepreneurs, and legacies. Whether you’re brand new to the industry or a seasoned pro, we’ll give you the mentorship, tools, and proven system to help you grow without limits. And the best part? No cold calling. You’ll only connect with people who already asked for help protecting their families. Why Agents Choose Us - Leads – No chasing, no begging - Ownership Pathway – Build your own agency - Hands-On Mentorship – Learn directly from top leaders - Cutting-Edge Tech & Training – Work smarter, not harder - Incentive Trips & Recognition – See the world while being celebrated - Partnerships with 60+ A+ Rated Carriers (Foresters, Mutual of Omaha, Transamerica, Americo, and more) The Bigger Picture - Performance bonuses and capital opportunities - True work-life balance—design your schedule, your way - Passive income and long-term wealth-building options - A culture where people come first What You Can Expect - Commission-Only with uncapped earning potential - Average new agents earn $800–$1,200 per policy - Part-Time: $50K+ your first year - Full-Time: $80K–$300K+ your first year - Agency Owners: $200K–$500K+ annually in system-driven income What We’re Looking For - Driven, coachable individuals who want to make a real impact - Must live in the U.S. - Must be a U.S. citizen or legal/permanent resident Don’t just dream it—build it. Apply today and start creating the freedom, impact, and income you deserve.