• Assist with individual email outreach efforts, supporting the sales team's engagement with prospects through tools like Outreach and marketing email campaigns. • Manage post-closing tasks, including sending instructions, surveying client satisfaction, and maintaining positive client relationships. • Help generate lead lists, assign territories, and assist in contacting and nurturing leads. • Assist Loan Officers in pre-qualifying loan submissions by gathering and reviewing necessary client information. • Aid in the creation of lending offers in the Vontive portal, assist with securing credit policy exceptions, and participate in reviewing offers with clients. • Support Loan Officers by tracking borrower tasks, following up with clients to complete required documentation, and managing the loan submission process to underwriting. • Assist in resolving issues that arise during the underwriting process, ensuring smooth progress toward loan approval.

• Perform all sales responsibilities and related functions on behalf of the House of Rohl or other assigned product lines as deemed necessary within the assigned territory at the direction of the Regional Sales Manager. • Develop business relationships with existing Authorized showroom sales personnel, management, and ownership. • Preserve and improve these relationships to meet and exceed annual sales budgets, training goals, and display enhancements. • Prospect for new business development with non-authorized kitchen and bath dealers, plumbing wholesalers, distributors, builders, plumbers, designers and other relevant potential customers for House of Rohl products. • Develop and maintain relationships with the specification community, including Architects, Designers, Builders and the Hospitality Industry within the assigned territory. • Meet or exceed mutually agreed upon sales budget targets and other annual goals. • Serve as a key point of contact for territory issue resolution needs as they arise. • Employ a sense of urgency to satisfactorily resolve issues based on best practices, direction of teammates in Customer Service, Technical, Sales Management, Marketing or Product Marketing. • Make recommendations for business development to grow market share and position. • Ensures our brands are represented to standard in customer showrooms.

• Attain and exceed the bank’s sales targets. • Identify and contact potential customers through cold calling, networking, and other lead generation strategies. • Present and demonstrate the bank’s products and services to potential customers. • Build and maintain strong relationships with customers. • Provide excellent customer service and address any customer inquiries or concerns. • Stay updated on product knowledge and industry trends. • Collaborate with the sales team to support overall sales objectives.

• Seek out new prospects and develop clientele base via networking • Promotes products and services to existing and prospective clients by utilizing available resources • Work with prospects through the sales process; understand customer needs; handle objections and close business deals • Addresses client inquiries, ensuring their needs are consistently met and explaining features, advantages and disadvantages of policies to promote sales of insurance plans • Maximize sales of appropriate products that meet the needs of customers by effective use of sales skills • Achieve, or exceed sales targets while ensuring compliance to all with sale objectives • Deliver excellent customer service and ensure effective relationship management of customers • Monitors insurance industry trends, competitive products, pricing, and generally gather • Maintain daily, weekly and monthly sales records and provide sales reports as required • Carry out any other assignments given by supervisor