• Build and maintain strong relationships with financial advisors, wholesalers, and other key stakeholders in your territory • Act as a technical resource to educate partners on retirement plan design, compliance testing, and government reporting • Deliver presentations, webinars, and consultations to support advisor sales efforts and deepen understanding of TPA services • Collaborate with internal teams to develop and deliver customized retirement plan solutions • Identify and pursue new business opportunities to drive growth within the assigned territory • Stay current on industry trends, regulatory changes, and best practices in retirement plan administration

• Provide support to financial advisors, TPA’s and the external sales team • Collect new plan establishment documents • Follow up for outstanding or missing documents • Generate proposals to support sales team in prospecting for and selling institutional retirement programs to advisors and TPA’s • Mutual fund revenue analysis • Coordinating and maintaining new and existing business process through Salesforce.com CRM database • Build processes to maximize the value of our materials and retirement programs • Manage the development, approval and distribution of communications targeted to financial professionals, plan sponsors and participants • Evaluation and assistance in the completion of RFP responses

• Generate and own a robust pipeline. • Break into new logos and outmaneuver competitors with Sitetracker’s transformative solutions. • Lead customers through complex buying journeys and build executive-level trust. • Consistently surpass quota—expand Sitetracker’s footprint and influence in the enterprise space.

• Conduct outbound calls to potential customers to promote maritime leisure vacation packages. • Provide personalized recommendations and assistance to customers based on their preferences. • Build rapport with customers to understand their vacation needs and preferences effectively. • Utilize persuasive selling techniques to encourage customers to book their dream oceanic leisure vacation. • Respond to customer inquiries and provide exceptional customer service throughout the booking process. • Follow up with customers via email to provide additional information and support. • Demonstrate consistent and reliable performance, meeting or exceeding sales targets and customer service metrics. • Maintain accurate records of customer interactions, sales transactions, and service requests in the CRM system. Stay informed about the latest cruise offerings, promotions, and industry trends.