• Work with existing and new clients to find, develop sell services that drive the company’s financial growth • Responsible for developing a pipeline through identifying business opportunities and building key customer and partner relationships • Prepare sales action plans to meet personal sales targets • Develop a sales pipeline commensurate with reaching a predefined sales target • Develop and deliver sales presentations of company services to clients • Produce sales proposals/RFPs • Prepare statements of work • Ensure customer service satisfaction and good client relationships leading to additional project work • Work in close collaboration with consulting team and other GP BUs to identify additional opportunities • Participate in sales networking events • Ensure CRM system is fully up to date with leads/opportunities • Manage general administration duties related to the role • In addition to your main duties, the company may at any time require other duties that are consistent with this role

• Identify and onboard new clients and strategic partners for HBX Group’s travel insurance offerings • Tailor insurance solutions to partner needs and negotiate optimal agreements • Implement commercial plans aligned with organizational goals and market trends • Enhance go-to-market strategies and product offerings to maximize conversion and revenue • Work closely with Fintech, Distribution, Marketing, and other teams to deliver integrated solutions • Represent HBX Group at industry events and maintain strong external partnerships

• Develop, maintain, and leverage relationships with contacts within the retirement plan ecosystem to drive new business and retain existing assets. • Quickly identify business opportunities and conduct in-depth meetings on specific investment strategies in person, on-line and over the phone within a consultative selling process. • Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm’s business position. • Thoroughly understand and effectively communicate American Century’s organizational and strategy-specific competitive advantages. • Must have the ability to overcome objections and persuade clients & prospects as to the merits of the firm’s unique selling proposition in a professional manner. • Possess a passion for investment management solutions within the retirement plan industry and how to use your experience and knowledge to build productive and reciprocal relationships.

• Qualify leads from variety of lead sources and marketing campaigns • Contact prospective and current clients for qualified sales opportunities • Achieve or exceed activity metrics (enrollments, calls, emails, on time steps, etc.) • Staying up to date with new services/products and plans • Presenting information to clients to gain agreement to continue sales process • Participating in sales and or marketing meetings • Maintaining customer info and records in SFDC • Setting up meetings for clients and executives • Reporting to the business development management when required