• Drives revenue growth by identifying, developing, and closing new business opportunities within insurer and Workers’ Compensation Board channels • Leads the full sales cycle, including prospecting, needs assessment, solution presentation, RFP responses, and contract negotiations • Builds and executes strategic account plans to expand market presence and strengthen existing partnerships • Develops and maintains strong, long-term client relationships, positioning the organization as a trusted advisor • Collaborates cross-functionally to deliver seamless, client-focused solutions and enhance overall customer experience • Identifies growth and retention opportunities within existing accounts to support sustained revenue expansion • Monitors market trends, competitor activity, and evolving customer needs to effectively position solutions • Manages pipeline activity, achieves sales targets, and maintains accurate reporting within CRM systems • Represents the organization through networking, industry events, and thought leadership activities • Contributes to team success through knowledge sharing, collaboration, and continuous improvement

• Designing, implementing and owning a 1-to-3-year sales strategy for eBooks, Journals and Open Access within your territory • Achieving and exceeding annual sales targets, contributing to the overall revenue and profit objectives of the business division • Planning schedules and carrying out regular sales visits to customers • Developing strong professional and industry stakeholder networks with key accounts within the assigned territory • Cultivating relationships with the customer base, ensuring sustainable, profitable trading • Collecting and disseminating market, competitor, and customer feedback • Identifying areas of opportunity; offering suggestions for improvement

• Develop and execute a comprehensive strategic partnership roadmap designed to expand ShelterPoint’s national distribution footprint. • Identify emerging distribution models, technology platforms, and market opportunities that support long-term growth. • Design partnership frameworks that convert strategic relationships into sustainable premium-producing distribution channels. • Establish executive-level relationships with leaders across broker organizations, technology platforms, general agents, and carrier partners. • Lead strategic initiatives that position ShelterPoint within the evolving digital benefits and employee benefits ecosystem. • Develop structured partnership strategies including joint business plans, distribution commitments, and growth objectives. • Monitor partner performance and identify opportunities to expand relationships and drive incremental revenue.

• Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships • Identify sales prospects and contact these and other accounts assigned to you • Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers • Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities • Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements • Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners • Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial • Develop, maintain and understand sales materials and keep up to date on current financial product knowledge • Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers