• The Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue goals through intermediaries such as Financial Advisors, Recordkeeper Wholesalers and CPAs. • Create and implement outbound call campaigns to drive awareness in assigned regions. • Identify and develop new financial advisor relationships in assigned territory through marketing campaigns and outbound calls. • Participate in point-of-sale meetings with prospects, advisors, and/or wholesalers. • Effectively communicate Definiti’s value proposition, products, processes and fees to prospects and referral sources. • Deliver high quality, responsive service to all inbound requests for retirement plan product information and sales support. • Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping, Solo(k) plans). • Determine custom pricing required to meet minimum annual required revenue (ARR). • Lead advisors and prospective clients through completion of required sales documentation. • Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order. • Follow up with assigned Sales Consultants to ensure smooth transition of new business paperwork. • Management of prospect illustration process to ensure delivery deadlines are met. • Maintain key data points in client database CRM system. • Ensure smooth transition from sales to implementation.

• Support the promotion and sale of Pearson vocational qualifications and digital resources across the region, contributing directly to revenue targets • Manage day‑to‑day customer interactions, resolving queries proactively, and ensuring a consistently positive customer experience • Enable sales and marketing activities by supporting reporting, purchasing, vendor coordination, and event execution (e.g., conferences and exhibitions) • Partner with sales colleagues on key account planning and high‑value prospect support to drive growth • Build and maintain accurate sales pipeline reporting using Pearson systems and CRM tools • Continuously strengthen your product and market knowledge to present compelling solutions to customers

• Develop and maintain excellent customer relationships through IQSIGHT product portfolio sales. • Introduce, market, quote and sell IQSIGHT video products through outbound and inbound calls. • Proactively prospect territory for newly developed business relationships and opportunities. • Conduct specific sales/product campaigns to win back inactive accounts. • Identify decision makers among the targeted leads to initiate sales process. • Determine prospect needs and requirements and suggest appropriate solutions. • Influence prospects to purchase, utilize or retain products and/or services. • Provide error-free written product and price quotations (Request for Quote – RFQ) to internal and external customers. • Work with the Director of Sales to implement action plans.

Role Description Inside Sales Specialist supports Jeld Wen’s commitment to providing world-class service ensuring customer orders and quotes are handled in an efficient, timely, and professional manner. The Inside Sales Specialist is expected to consistently demonstrate a high level of accuracy and report/escalate issues that may impede order fulfillment. This is a fully remote position that can be worked anywhere in the U.S.; however, candidates must be agreeable and available to working hours of 8 - 4 p.m. CST. This position role offers base pay + commission. Principle Duties and Responsibilities - Maintain a thorough understanding of the JELD-WEN customer(s) and their needs. - Professionally resolve and/or manage customer situations with a goal of first contact resolution. - Identify and determine the best solution by problem-solving, and perform research by interfacing with manufacturing, operations, product management, logistics, and sales to provide the highest level of service. - Process Orders, Quotes and provide any revisions as needed per departmental guidelines. - Address customer questions or issues that come into the sales team by providing courteous and prompt responses. - Audit Orders/Quotes as needed. - Escalate non-routine issues and report to department leadership any areas that do not meet service expectations. - Update management on customer developments/issues. - Communicate and coordinate with peers, internal partners and management as necessary. - Use appropriate data systems to follow up with contacts. - Interface with the proper team to bring resolution to customer issues (Operations, Sales, or Marketing). - Support the sales team by developing and maintaining positive customer relations which can affect product revenue(s). - Continuously grow knowledge through JW-supported tools to further understanding of JW products, operations, websites, and literature to add value to and assist customers. - Communicate product details and specifications. - Resolve/Escalate Catalog Issues or pricing issues. - Assist department leadership with departmental process improvements. - Other duties as assigned. Qualifications - 2 years’ Customer Service experience in a professional business environment. - Intermediate to expert level skills in Microsoft Office applications. - Passionate about providing exceptional customer experience. - Ability to quickly learn new software, systems, or processes. - Strong communication skills (verbal and written). - Outstanding interpersonal, written and communication skills; as this position will act as primary customer contact and maintain ongoing customer relationships for repeat orders. - Must be self-motivated, confident, positive and professional when dealing with both internal and external customers. - Must be laser focused on customer satisfaction. - Must have a strong work ethic with a positive can-do attitude and the ability to multi-task in a fast-paced environment. Requirements - Associate degree from an accredited institution (preferred). Benefits - Competitive compensation & benefits packages. - Medical, dental, vision, and basic life insurance coverage for employees and their families. - Ten paid holidays throughout the calendar year. - Flexible Paid Time Off Policy for vacation, illness, or other reasons agreed upon with management. - 401k Retirement Savings Plan. - Prescription Drug Plan. - Flexible Spending Account (FSA). - Health Reimbursement Account (HRA). - Employee Assistance Program (EAP). - Tuition Reimbursement. - Employee Discount Program.