Role Description Sales Representatives will thrive in a competitive and fast-moving sales environment. A successful candidate will play an integral role in achieving the Team’s sales and growth goals. Candidates must be comfortable making/taking dozens of calls daily, developing partner channels, presenting in front of a group of people, generating and qualifying prospects as well as closing sales. - Broker distribution and development - Interpreting and qualifying Requests for Proposals (RFP’s) - Experienced user of Salesforce.com - Ability to cold call prospects and brokers - Ability to present wellness solutions with a virtual format and the use of PowerPoint - Help to manage, implement, deliver, evaluate and improve all workplace wellness programs and resources - Ability to be consultative in all things well-being - Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients - Able to generate new leads via broker and direct to end user sales channels - Build and sustain positive relationships with the entire Wellness IQ staff - Ability to present and sell to consultants or employer groups of 50-1500 employees - Interact with staff, management and vendors to ensure operational efficiency and effectiveness - Frequent travel required Qualifications - College Degree Preferred - 3+ years of Sales, Wellness, Employee Benefits, or related experience, or any combination of education, experience and training that provides knowledge and abilities to perform the job - Passion for Health and Wellness - Insurance brokerage experience specifically in employee benefits preferred Requirements - Excellent communication skills - Strong typing skills - Excellent interpersonal and organization skills - Ability to respond professionally and accurately to requests received from a variety of clients Benefits - 401(k) - 401(k) matching - Cell phone reimbursement - Dental insurance - Disability insurance - Health insurance - Health savings account - Life insurance - Mileage reimbursement - Paid time off - Travel reimbursement - Vision insurance

• Drive revenue in your assigned market and achieve quarterly and annual recurring revenue targets. • Participate in proactive outbound communications with the demand and account development teams to assist in identifying end-user opportunities and building pipelines. • Exceed quota assignments for assigned markets and maintain a detailed record of activities within Salesforce. • Engage in significant internal and external Executive Team interactions. • Work cross-functionally across the organization to achieve desired business outcomes.

• Own a geographic territory or market end-to-end, with full responsibility for revenue generation and growth. • Run outbound and inbound sales activities (phone, email, social media) to generate new business opportunities. • Manage the full sales cycle, from prospecting and qualification to negotiation and closing deals. • Build and maintain a strong pipeline of new business opportunities. • Onboard and manage newly acquired clients, ensuring a smooth transition into long-term partnerships. • Manage a portfolio of existing clients, fostering strong, long-term relationships and acting as the main point of contact. • Identify and execute upselling and cross-selling opportunities within assigned accounts to maximize customer value. • Conduct regular client engagement activities (calls, meetings, on-site visits) to strengthen relationships and uncover new opportunities. • Collaborate closely with Customer Care, Supplier Sales, Quality, Operations, and Marketing teams to ensure a seamless customer experience and successful service delivery. • Maintain a clean and updated CRM, ensuring accurate tracking of pipeline, forecasts, and account activities. • Provide reliable forecasts and visibility on both new business and account expansion opportunities. • Ensure high customer satisfaction and retention, proactively addressing risks and identifying growth opportunities. • Acquire expert knowledge of the auditing, supplier risk management industry, and Qualifyze’s value proposition.

• Own the full sales cycle from prospecting to close. • Generate new opportunities through outbound, inbound, and networking. • Deliver compelling product demos showcasing Introzy’s value. • Build strong, long-term relationships with prospects and customers. • Collaborate with Marketing, Customer Success, and Product teams. • Consistently meet and exceed sales quotas. • Manage pipeline and forecasts accurately in the CRM.