• Assist the account team in completing day-to-day administrative tasks • Ensure no liability associated with errors or omissions occurs • Resolve basic and routine administrative and customer service issues • Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant • Handle endorsements, audits, cancellations, reinstatements, policy releases, and check requests • Maintain accurate and up-to-date data in agency systems • Provide proactive and responsive service • Ensure productivity and quality standards are met

• Create detailed business plans designed to attain predetermined goals and quotas • Cultivate new client relationships and nurture existing relationships • Effectively communicate to clients your knowledge of the current and evolving demand generation landscape and how we can help them achieve their goals • Work collaboratively with our Customer Success team to ensure your client’s initial and on-going success and satisfaction • Negotiate agreements and maintain records of sales and applicable data • Accurately forecast revenue and achieve defined sales targets

Role Description As a Inside Sales Rep – Financial working from home, you will: - Provide inbound and outbound customer support using a call flow guide - Ask probing questions - Persuade customers to consider additional products and/or services - Use product knowledge, build client relationships, and find new ways to retain customers - Track, document, and retrieve information in databases - Offer additional products and/or services with every interaction - Deliver expert customer experiences…with a smile. Qualifications - 3+ months of soft sales experience (upselling/recommending products or services, soliciting, telemarketing, etc.) - A basic understanding of upselling, persuasion, building relationships, and communication skills - Open availability - A high school diploma or GED - A quiet, distraction-free environment to work from in your home - Proficiency in fast-paced multi-tasking - Eagerness to learn new technologies - Strong computer navigation skills and PC knowledge - A desktop or laptop to complete PC and internet testing - High Speed internet (no wireless/hotspots or satellite) and a smartphone - Must reside in the United States and have a valid U.S. address for residence Requirements - A work computer may be provided depending on the position offered, but is not guaranteed (will be discussed further with a recruiter) Benefits - The base salary for this position is $17/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. - Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. - DailyPay enrollment option to access pay "early," when you want it - Paid training and performance-based incentives - Lucrative employee referral bonus opportunities - Company networking opportunities with organized groups in various topics - Health and wellness programs with trained partners to help promote a healthy you - Mentorship programs that support your rewarding career journey - Work-from-home convenience - Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support

• Perform all aspects of account management, including developing and maintaining strategic business relationships with corporate/senior management staff in key accounts. • Work with internal teams to manage and identify key target account opportunities. • Develop product strategies to fully and consistently penetrate these accounts. • Provide strategic and tactical direction regarding target accounts to regional and district teams. • Advise sales and marketing management with appropriate direction on challenges and opportunities within key target accounts. • Analyze and support channel specific training needs within the Region. • Develop an annual business plan with goals and objectives to increase sales volume and market share in target accounts across all FDA approved indications. • Routinely identify local opportunities and threats and develop/modify business plans accordingly. • Anticipate change and take proactive measures to address. • Understand and effectively utilize a broad range of financial and quantitative data and analyses.