Role Description Traction Forge Financial, leveraging the strength of GFI, is growing and seeking individuals who are ready to build a meaningful career while making a real impact in the lives of others. Our mission is centered around helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. We believe financial education should be accessible to everyone, and we are committed to empowering people from all backgrounds with the knowledge and strategies needed to move forward with purpose. Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients understand their current position and create a clear path toward their goals. We are looking for motivated, coachable, and people-focused individuals who are ready to grow—personally and professionally. This opportunity is ideal for those who enjoy helping others, value flexibility, and are looking to develop skills that can create long-term success. No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will learn how to: - Guide individuals and families through meaningful financial conversations - Build personalized financial strategies aligned with client goals - Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions - Develop strong relationships built on trust and service - Grow your confidence, leadership, and business skills This opportunity offers flexible scheduling, ongoing mentorship, and a clear path for advancement. Whether you are looking to start a new career, build an additional stream of income, or develop skills that can shape your future, the platform is designed to support your growth. If you are ready to challenge yourself, grow into your potential, and make a lasting impact while building something meaningful, Traction Forge Financial is ready to grow with you. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 days

• Lead and drive the implementation process while delivering exceptionally high levels of service to ensure the optimal solution for our customers with our Celonis technology • Transform the customer’s data using SQL to create the data model for your process analysis • Design and implement innovative analyses and execution apps and enrich them with Machine Learning algorithms or Task Mining to make the customer’s processes transparent and automated • Analyze the data to identify process inefficiencies and understand the root causes to jointly suggest approaches to overcome them • Quantify the business and financial potential and present the most relevant KPIs to the management • Translate business requirements into technical specifications • Conduct value creation workshops and align measures to improve process inefficiencies • Set the foundation of the path to value to make the long-term customer success journey happen

Role Description The position is responsible for enterprise-level prospecting, building, and closing new business within a dedicated territory or market region. The position owns and manages the complete sales process for all opportunities to sell the Company's solutions and services, exceed sales quotas and goals, and generate revenue. The role focuses on large, enterprise-level organizations. What you will do - Develops strategic sales plans and objectives within a defined territory, targets new business from a diversified portfolio of industries and executes plans to build pipelines, relationships, and close new business for large, enterprise-level organizations. - Cultivates profitable and substantial referral relationships and drives activity volume of client leads through targeted sales prospecting techniques, such as cold calling and networking both in person and through professional online channels, to develop diverse partnerships that leads to introductions and credible business opportunities. - Analyzes and probes defined markets and enterprise prospects to fully understand decision making trends and quickly qualify or disqualify leads. - Establishes and grows solid, long-term relationships with prospects to successfully earn trust and advise on the positive impact the Company can make in providing a value-add solution to improve their competitive position in the marketplace and support their business goals. - Applies sales practices throughout the new business process utilizing the organization’s sales technology and tools to effectively manage enterprise-level prospect data, activity, and results. - Produces detailed reports and analyzes data to determine strategic changes needed to increase the achievement of sales quotas and goals. - Provides support to other sales consultants and assists with large and/or complex prospective customers. - Performs other duties as assigned. - Complies with all policies and standards. Qualifications - Bachelor's Degree or equivalent experience preferred. - Typically 8+ years of experience. Skills and Abilities - Exceptional communication, interpersonal, and relationship building skills. - Ability to demonstrate confidence and expertise knowledge in products and services. - Solid skills in data analytics, account management, and technology. - Proficient in Microsoft Office Suite. - Excellent attention to details and organizational skills. Work Environment Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. Salary and Benefits - The salary range for this role is $85,000.00 to $106,700.00. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience. - Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet’s commission plan. - TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Company Description TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.

We’re sharing this opportunity earlier than our typical hiring timeline to give candidates ample time to explore the role and to ensure a thoughtful, thorough interview process for our upcoming high‑volume hiring needs. If you apply, here is what to expect next: - Interviews will begin the first week of May—candidates selected to move forward can expect next steps in early May. - Start dates may be available as early as late July, allowing time to plan ahead. - For more details about the role and answers to frequently asked questions, please click here. Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. Our Benefits With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row. Great Place to Work Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards Click Here. If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight – We invite you to join our team! Learn more at careers.alight.com.  Alight Retiree Health Solutions is a business unit that provides customer service assistance to Medicare and Pre-Medicare eligible retirees and assist with selecting the appropriate health plans. As a Virtual Benefit Advisor, individuals will be able to handle all responsibilities from the comfort of their home office. The Licensed Virtual Benefit Advisor’s responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs. BAs maintain the highest levels of integrity, are responsible, disciplined, team players, and produce quality work. The most successful agents maximize their selling opportunity from October 15th through December 7th. However, Alight may offer year-round employment opportunities to high performing colleagues if available. Job Responsibilities: - Ability to consistently provide a world class experience at all customer touchpoints - Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care) - Ability to pass AHIP and annual carrier certifications - Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans - Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period - Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans - Enroll retirees compliantly and efficiently by reading scripting verbatim - Meet and/or exceed key performance indicators - Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs - Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant - Actively manage all appointments to follow up with a prospect - Respond to voicemails within 24 business hours - Monitor the internal chat and respond in a timely fashion to any questions or requests - Deliver a consistently positive customer experience in a highly ethical and professional manner - Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus - Capable of absorbing new information and adapting to new processes and programs rapidly - Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education - Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity. Required Experience - High school degree or equivalent - 2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environment - Aptitude for understanding details of Medicare insurance and complying with all CMS regulations - No contracting restrictions as related to carriers and/or previous employers. Release documents are required if previously sponsored by carriers or other companies To be successful, you will need the following skills: - Medicare sales and/or insurance sales - Time management and self-discipline, ability to multitask - Accountability and be open-minded to constructive criticism - Effective communication including strong written and verbal communication skills, interpersonal skills, active listening, as well as conflict resolution and decision-making skills - Independent thinker and take initiative in a virtual call center environment - Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus - Desire to learn, ability to self-study, and absorb new information and processes rapidly - Capable of spending extensive time on the phone making outbound calls and receiving inbound calls consecutively daily - Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education - Performance accountability: Effectively manage call volume, meet AHT expectations, and maintain low offline time to ensure productivity and efficiency Work Conditions - Operate within a heavily regulated industry and a fast-paced/dynamic market environment which includes but is not limited to selling multiple insurance products - Ability to work any shift assigned including weekends and possible overtime needs (7am – 10pm CST) - Flexibility to move from one line of business to another based on business needs, which may include shifting from a single carrier to a multi carrier work environment To perform this job successfully, a dedicated quiet home office/workspace is needed with a stable internet connection. A home-based system test will be required to ensure speed and quality match company requirements (currently minimum speed is 100 Mbps). The cost for internet and/or phone services and equipment will not be reimbursable. Alight Retiree Health Solutions will provide a laptop, additional monitor, keyboard, mouse, and headset. Application and Interview By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Alight requires all virtual interviews to be conducted on video. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. #LI-remote RHS_2026 We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 43,680.00 USDMaximum : 43,680.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.