• Reduce sales representatives' ramp-up time • Eliminate single points of failure for technical depth • Shorten sales cycles by delivering demos • Actively contribute to closing deals • Influence the product roadmap • Accelerate adoption of Migrate-to-Protect • Amplify the team's technical leverage

Title: Sales Development Agent (Entry-level) Location: Atlanta, GA Department: BLR Job Description: We are currently seeking an Entry Level Sales Development Agent (Remote) to join our Sales team. Position highlights: - No degree required. - Entry-level applicants welcome. - Training provided. - $62-65k On Target Earnings Expected (OTE) (Base Salary + Target Commissions) - Sales-minded, and open to connecting via phone and email - Passion for people and developing sales relationships Job Summary: The Sales Development Agent (SDA) isresponsible for building early-stage pipeline through outbound prospecting, including LinkedIn outreach, cold calling, email campaigns, and other engagement strategies. The SDA will collaborate closely with sales and marketing to research target accounts, support outreach campaigns, gather market insights, and help initiate early-stage sales conversations. This role is designed to support both pipeline development and early-stage deal creation, working closely with Account Executives and marketing to identify and engage new opportunities. Primary Duties and Responsibilities: - Research and identify target accounts, key contacts, and industry opportunities using LinkedIn, prospecting tools, and other online resources - Conduct outbound outreach through cold calls, email campaigns, LinkedIn, and other engagement channels to initiate conversations with decision-makers - Maintain consistent prospecting activity while building relationships with potential customers - Engage with prospects to understand their business needs and identify potential opportunities for the sales team - Schedule discovery meetings for Account Executives when appropriate and support smooth handoffs for continued conversations - Prepare prospect and account briefs to support Account Executives in discovery and early-stage deal development - Support outbound campaigns tied to product launches, promotional initiatives, or other strategic efforts - Assist with event and conference preparation by building outreach lists, pre-booking meetings for sales representatives, and conducting post-event follow-up campaigns - Collaborate with sales and marketing teams to refine messaging, outreach strategies, call scripts, and email templates based on prospect responses and engagement data - Gather and share insights from prospect conversations to inform sales messaging, campaign strategy, and market positioning - Track outreach activity, prospect engagement, and lead status within the CRM Additional Responsibilities: - Additional duties as assigned Critical Competencies - Collaboration & Teamwork Builds strong working relationships with the sales and marketing teams and contributes to shared revenue goals. - Enthusiasm & Initiative Demonstrates energy, persistence, and a proactive mindset when engaging prospective customers and generating new opportunities. - Innovative Thinking Looks for creative ways to identify prospects, improve outreach strategies, and increase engagement with potential customers. The Individual - Confident initiating outbound conversations with business leaders - Strong written and verbal communication skills - Comfortable working with CRM systems such as Salesforce, HubSpot, or similar platforms - Highly organized and detail-oriented with the ability to manage multiple outreach activities and prospect interactions - Self-motivated and goal-driven with a proactive approach to prospecting and sales support - Resilient and persistent when engaging new prospects and navigating rejection - Experience with outbound prospecting and early-stage sales engagement preferred - Familiarity with sales prospecting tools such as LinkedIn Sales Navigator, Apollo, or ZoomInfo is a plus Qualifications - 1–2 years of experience in sales development, lead generation, telemarketing, or a similar customer-facing role All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship. If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101. Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.

• You will leverage your acumen and experience to drive new pipeline, through both inbound leads and team prospecting • Identify, build, and cultivate champions in each account • Align with executives to activate on thoughtful, bespoke growth strategies for prospect accounts • Collaborate with the supporting internal ecosystem to maximize the value of each interaction • Thoughtfully craft and activate territory and account plans in pursuit of company and personal revenue growth goals • Engage VP and Executive Level contacts within target accounts who fit the Ideal Customer Profile. • Drive all aspects of the sales cycle including proposals, scoping, pricing, and contract negotiations. • Cultivate and expand engagement with prospect buying committee

• Build trusted relationships with advisors and become their go-to resource for @Work • Help advisors find the right plan sponsor opportunities in their book and build the conviction to act on them • Consult on practice management, specifically how @Work bridges retirement and wealth management • Equip advisors to win net-new plans through prospect conversations, RFPs, and finalist presentations • Pair with implementation leads on the Success Team to drive plan sponsor engagement and rollout • Track workplace-to-wealth conversion outcomes and use them to deepen advisor engagement and sharpen our strategy