• Manage qualified sales opportunities from discovery through proposal, negotiation, and close • Build relationships with institutional leaders including Vice Presidents for Enrollment, Admissions leaders, and Financial Aid administrators • Conduct consultative discovery to understand institutional enrollment challenges and strategic priorities • Collaborate with internal subject matter experts to design solutions aligned with client goals • Deliver compelling presentations and proposals to prospective client partners • Partner with BDRs and marketing to develop and advance a healthy pipeline of opportunities • Maintain accurate pipeline management and forecasting within the company CRM • Represent enrollmentFUEL at industry conferences, events, and professional gatherings • Partner with internal teams to ensure a smooth transition from sales to client delivery after contract execution • Accurately reflect and portray the mission and core values of enrollmentFUEL

• Drive growth opportunities within top-tier enterprise accounts, setting the stage for business expansion. • Develop expertise in digital transformation and customer experience, establishing yourself as a leader in these domains. • Utilize a strategic, data-driven approach to guide clients toward innovative solutions. • Showcase the value of our platform with compelling ROI analyses that highlight its transformative impact. • Leverage your negotiation skills to secure large contracts involving multiple stakeholders.

• Achieve and exceed annual sales targets for the DACH region through new business acquisition and account expansion • Identify, qualify, and progress high-value opportunities while understanding regional customer pain points and business drivers • Execute proactive “hunter” sales activities, including outbound prospecting, industry events, and regional conferences • Deliver executive-level presentations and solution demos tailored to DACH client needs • Develop and maintain a robust regional sales pipeline, ensuring accurate forecasting and timely progression of deals • Lead end-to-end sales cycles, including solution positioning, proposal development, negotiation, and contract closure • Build and execute regional account and deal strategies, creating close plans for forecasted opportunities • Collaborate cross-functionally with Account Managers, Marketing, Product, and Customer Success to drive revenue growth across the region • Understand regional decision-making processes, regulatory requirements, and cultural considerations to influence complex sales cycles • Represent Sphera professionally, fostering customer trust, satisfaction, and long-term partnerships

Job Description: We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone. The Expertise We’re Looking For - FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire - 2+ years of experience in a customer service or sales role preferred - Knowledge of tax exempt retirement products and services highly desirable - Previous phone center experience preferred - Demonstrated ability to deliver exceptional customer results The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The Skills You Bring - Your comprehensive understanding of the current market, economy, & economic trends - Your robust consultative, influencing and communication skills - Proven capability to be proactive and demonstrate initiative - Strong time management and prioritization skills - Your receptiveness to feedback and willingness to adapt to change Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver - Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy - Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs - Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan - Leverage guidance offering and appropriate tools to assist customers with their retirement readiness - Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets - Understanding and articulating Fidelity Viewpoints to provide general education to clients - Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate How Your Work Impacts the Organization The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows. COMPANY OVERVIEW At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.