• Seller Coaching & Development: - Provide ongoing coaching through ride-alongs, joint customer calls, and account reviews. - Build individualized development plans for sellers. - Reinforce best practices for both short-cycle and long-cycle project selling. • Strategic Growth Enablement: - Support the execution of key commercial initiatives designed to expand market presence, strengthen customer relationships, and increase revenue opportunities. - Partner with regional leadership to align sales teams with strategic priorities, including market development, customer expansion, and organizational growth initiatives. - Ensure visibility, communication, and field adoption of assigned commercial priorities. • Sales Process & System Execution: - Ensure consistent use of the UFT Standard Sales Process across all Central rep firms. - Reinforce required weekly, monthly, and annual sales activities tied to pipeline development, territory planning, and long-term opportunity management. - Drive accurate and consistent use of CRM/ERP systems for forecasting, opportunity tracking, and reporting. • Onboarding & Ramp Time Improvement: - Lead the regional onboarding process for all new sellers. - Deliver training on UFT product pillars, customer segments, selling behaviors, and Central Region market dynamics. - Track onboarding milestones and continuously improve ramp-time effectiveness. • Market Coverage & Field Insights: - Partner with Regional Presidents and sales managers to evaluate territory structure, customer engagement, and growth opportunities. - Review pipeline trends, forecast accuracy, and performance analytics to inform decision-making. - Share field insights with senior leadership regarding risks, opportunities, and emerging needs. • Culture & Leadership: - Build strong, trust-based relationships with sellers and managers across the Central Region. - Promote a culture of accountability, collaboration, and continuous improvement. - Influence without authority across a multi-company structure.

• Develop and execute a national sales strategy to grow wholesale commercial insurance premium volume across all product lines. • Own revenue targets and hold regional teams accountable to pipeline, conversion, and retention metrics. • Partner with executive leadership to align sales initiatives with platform capabilities and carrier relationships. • Drive market penetration by identifying and prioritizing high-value retail agent and broker segments. • Recruit, develop, and lead a national field sales force organized into 4–6 geographic regions, each managed by a Regional Sales Director or Manager. • Set regional goals, monitor performance dashboards, and conduct regular business reviews with regional leaders. • Establish sales playbooks, pricing guidance, and escalation paths for complex commercial accounts. • Oversee a centralized inside sales / prospecting phone room responsible for identifying, qualifying, and onboarding retail agents and brokers onto the platform. • Define KPIs including outbound call volume, agent appointments set, platform activations, and first-submission rates. • Implement scripts, training programs, and CRM workflows to maximize prospecting efficiency and conversion. • Champion the adoption of the company’s real-time rate, quote, and bind digital platform among agents and brokers.

Role Description Responsible for inbound sales efforts focusing primarily on consumer lending and ancillary insurance sales. Promote quality member service and AFCU as their primary financial institution with a strict adherence to established policies and procedures. Strive for maximum sales results through: - Working inbound sales calls - Building positive member relationships - Providing excellent member service - Promoting the products and services of the Credit Union Interviews, counsels, and advises members regarding loans, ancillary insurance sales, and other products and services. Responsible for promoting, receiving, and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs. Work in a sales-focused environment encouraging members to consider loans, products, and services to improve their financial future. Responsibilities - Assumes responsibility for inbound sales efforts to promote member service solutions primarily focused on loans and ancillary insurance sales. - Responsible for promoting, receiving, and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs. - Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines. - Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques. - Makes appropriate recommendations for loan and other products and services. - Highly motivated and self-driven. Sales and goal oriented. Qualifications - High school graduate or equivalent - General knowledge of consumer loan processes, credit data, application processes, and banking requirements - Understanding of government regulations and legal requirements involving lending and related functions - Minimum of 2 years related experience in a sales position, credit union, or financial institution - At least two years’ experience as a loan originator - Reviewing credit data and loan applications - Proven sales track record - Microsoft applications, including Power Point, Excel, and Word - Excellent communication and public relations skills - Professional appearance, dress, and attitude - Efficiency, accuracy, and the ability to deal with people are vital to the successful execution of this position - Good organizational and problem-solving abilities - Ability to operate related computer applications, CTI phone system, smart fax, and all other applicable systems

• Oversees and directs the sales efforts for multiple communities and products within district, major markets, networks and stand-alone communities • Responsible and accountable for meeting and exceeding the occupancy and revenue goals • Supports the professional development of community sales associates and provides coaching related to selling skills, pipeline management and sales execution • Fosters a strong sales performance culture across the district • Successfully manages sales performance within the assigned district • Monitors occupancy trends and ensures execution of sales activities by team members • Leads district alignment around competitive positioning and marketing plans • Achieves and exceeds all occupancy and revenue goals for assigned district • Leads and develops the team of community sales associates and business development professionals within the district • Oversees creation of district business development and lead generation plans • Assists in interviewing and hiring of all sales staff in their portfolio of communities • Ensures effective onboarding of new sales hires • Oversees completion of the marketing plan and budget for the district • Partners with the marketing team in the development and modification of near and long-range community marketing plans and budgets • Assesses local markets and competitive positioning within assigned district and makes pricing and incentive/discounting recommendations • Monitors sales performance expectations and gaps at the community and district level • Assesses the knowledge, skills and abilities of sales staff on an ongoing basis • Visits each community within district on a scheduled basis and as approved by Division Director of Sales or VP Sales • Interacts with Clinical Operations and other home office associates • Promotes the company in a positive manner and sets the example for company’s standards for excellence