• Independent planning and implementation of sales activities within your sales territory • Presentation and sale of our products/services on-site at the customer's premises • Active new customer acquisition as well as maintenance and expansion of existing customer relationships • Conduct market and competitor analyses to identify new opportunities • Advise and support customers with tailored solutions • Participation in trade shows, events and customer meetings • Accurate documentation of sales activities in the CRM system

• Assist clients in evaluating and enrolling in the best Medicare plans to meet their needs. • Manage outbound and inbound calls, educate clients about Medicare, and convert leads into sales. • Responsible for maintaining a sales pipeline, building long-term relationships, and exceeding performance goals. • Evaluate client needs and recommend Medicare plans. • Conduct plan reviews, guide enrollment, and educate on Medicare eligibility and options. • Prospect new (warm) leads, handle inbound/outbound calls, and drive sales. • Ensure high-quality follow-up and meet sales goals and metrics. • Use CRM tools for managing client information and tracking progress. • Stay updated on industry trends, products, and compliance regulations.

• Find and sign new capture partners (for example industrial and home services companies) • Own the relationship from first outreach through signed agreement • Run discovery, handle skepticism, and work directly with the founders to refine messaging, offers, and target segments • Build outbound pipeline via cold calls, email, and LinkedIn • Source and sign new capture partners, including industrial and home services companies, manufacturing sites, and property managers • Pitch Trace clearly and credibly to operators and owners • Maintain clean CRM hygiene with clear notes, stages, and next steps

• Call clients to assess their needs and provide tailored insurance solutions • Build strong, lasting relationships with clients and offer ongoing support • Stay current on insurance trends to best serve your clients • Collaborate with our team to meet company goals