• Communicate with customers to understand their needs and provide available product information. • Assist in developing relationships with new and existing customers across multiple product lines. • Support daily office operations, including documentation, scheduling, and follow-up activities. • Participate in marketing efforts to promote awareness within the community. • Maintain accurate records and ensure a consistent customer experience. • Collaborate with team members to achieve office objectives.

• The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. • The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. • The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. • Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. • Prepare Fiduciary Plan (Design) Review for meetings and delivery. • Prepare Provider Review for meetings and delivery. • Plan design and proposal preparation. • Facilitate and navigate plan changes, including plan design, fund changes, etc. • Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. • Transitioning clients – collaborate with advisors to ensure a seamless transition process. • Answer inquiries regarding the plan from plan administrators/sponsors and participants. • Ensure strong client satisfaction and retention from plan administrators/sponsors. • Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

• Supervising personnel in the various company operations to secure and maintain business to the satisfaction of company management; • supervise assigned crews, schedule, direct and performs activities related to tree work for utility and private customers; • able to work with various community members and homeowners to ensure proper work is completed and all parties are satisfied.

• Responsible for effectively communicating product and clinical benefits of Barostim therapy to cardiologists, heart failure/hypertension specialists, and cardiac/vascular surgeons to ensure their understanding of the therapy. • Facilitate trainings and other programs on proper application of Barostim therapy to clinicians, office, and hospital staff. • Provide technical support and troubleshooting during implant procedures, follow-up procedures, titrations, and patient office visits to ensure positive clinical outcomes. • Work with Territory Managers in developing effective plans to communicate the benefits of our technology, tailored to specific markets. • Work with Territory Managers, key physicians and site staff in the development and execution of a plan to effectively launch CVRx programs at new customer sites and ensure ongoing commitment to the program. • Drive utilization and continuous expansion of Barostim therapy through disease state education and supporting the development of therapeutic programs. • Act as a clinical interface between the medical community and the business. • Meet with existing and potential health care providers to identify their clinical needs, goals, and constraints related to patient care, providing creative and feasible solutions. • Adheres to sales management processes and reporting systems usage, including maintaining an accurate record of devices and programmers at all times in Salesforce. • Provide additional back-up support to other field staff as needed.