• Engage with prospective and existing clients via inbound calls and outbound follow-up to discuss retirement planning needs and solutions • Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time horizon, and income goals • Recommend appropriate retirement solutions, including annuities and investment products, aligned to client objectives • Educate clients on retirement planning concepts, income strategies, and available product solutions • Build and maintain strong client relationships through a consultative, trust-based approach • Manage and develop a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions • Meet or exceed established sales goals and performance metrics • Accurately document client interactions and sales activities within CRM systems • Stay current on market trends, product knowledge, and regulatory requirements • Ensure full compliance with licensing, regulatory standards, and company policies

• Recruit new partners for sales growth and manage existing partners. • Enable channel partners through training on the business value and ROI of ISC2 products. • Maintain a high level of customer satisfaction with current partners. • Collaborate with ISC2 marketing teams to develop, implement, and manage marketing strategies. • Prepare and deliver reports to management on quarterly basis. • Manage daily sales activities with partners to achieve revenue growth. • Develop partner specific sales and marketing plans to increase marketing and selling efforts.

• Ambitious hunter with upside focusing on driving new customer trials and closing near-term revenue. • You will be responsible for managing accounts through the entire sales cycle (Full Life Cycle Sales), with the support of the entire company. • Expected to leverage any existing relationships with IT/Security buyers to help introduce Bolster to new accounts. • Prospecting for new business - Engaged in good CRM hygiene with salesforce and creating effective client campaigns in email, phone with follow-ups. • Ability to understand competitive positioning and value proposition in an exciting market. • Present the Bolster Platform to CISOs, Director of IP and Trademarks, Head of Trust & Safety • Work closely with Sales Engineers to meet or exceed sales targets.

• Respond to incoming leads, with a 2-hour turnaround during business hours • Work with Market Sales Manager to create a target list of accounts • Utilize CRM tools to track leads through the sales process and use La Colombe methodology to qualify leads • Negotiate and execute contracts in line with the equipment lending model • Create customized proposals to convert qualified leads into new clients and win business • Maintain CRM to communicate, track, and onboard new deals • Provide consultation on all aspects of the coffee business, coffee equipment, product choice, layout design, and general business insights • Communicate and interact effectively with internal departments including client services, technical services, production, marketing, and retail • Work with the Food Service and National Accounts teams to execute complex deals • Deliver the highest degree of customer service at every stage in the customer experience with thorough, reliable, and timely responses • Communicate professionally with client stakeholders at manager, executive, and ownership levels • Anticipate and proactively take charge of challenging situations finding solutions for clients in line with La Colombe’s resources • Set a positive example for the Account Management team • Identify key stakeholders to move deals and projects forward