Role Description A critical step for Edlong to accelerate growth is to function as a dynamic global Customer Experience discipline, whereby Edlong customers, large and small, domestic, and international, are delighted with every interaction with us. Reporting directly to Edlong’s Customer Experience Director, the Account Services Support Intern will be responsible for collaborating with the Customer Experience team on providing comprehensive customer service to customers and potential clients throughout various projects. The ideal candidate should be passionate about delivering an exceptional customer experience to support Edlong’s achievement towards sales goals. They must also be adaptable and possess a strong commitment to effective communication, ensuring high customer satisfaction for both internal and external customers. Qualifications - Passionate about delivering exceptional customer experience. - Adaptable and committed to effective communication. Requirements - Support activities to differentiate Edlong as THE leader in customer care throughout the industry. - Answer, screen, and route phone calls from customers, vendors, and service providers in a friendly and efficient manner. - Cultivate customer relationships while maintaining the high level of reputation and integrity of Edlong with all business transactions by responding to customer inquiries, requests, and follow-ups by e-mail or phone as needed. - Process customer documentation requests on multiple platforms. - Request certifications as required from FSQ and regulatory. - Send order specific Certificate of analysis on the day of shipment. - Upkeep and maintain Edlong personnel files and documentations pertaining to assigned work in a way that self- and team can access as needed.

Role Description Under general supervision, develops new prospects and interacts with existing customers to increase sales of products and services in a remote capacity. Duties include, but are not limited to: - Qualifies, pursues, and closes opportunities for Commercial customers from Sales Qualified Leads (SQLs) identified by lead generation. - Develops a strategy for generating revenue based on the assigned account list. - Selects the correct products or assists customers in making product selections based on customers' needs, product specifications, and applicable regulations. - Works on revitalizing dormant relationships with significant upside potential. - Monitors customer market spend and relationship with Lennox, identifying high-potential accounts for promotion to the District segment. - Coordinates with the Territory Manager to ensure smooth handoff of customers moving from Inside to Field coverage. - Negotiates prices and terms of sales and service agreements. - Ensures high post-sales satisfaction, facilitating positive long-term relationships and high potential for repeat business with customers. Qualifications - Requires a bachelor's degree or an equivalent combination of education and experience. - Requires at least 1 year of related experience. - Requires strong abilities with building relationships, listening, persuading, negotiating, and managing time. - Requires knowledge of principles and methods for showing, promoting, and selling products or services. - Knows principles and processes for providing customer service. - Effective in written and verbal communication. - Requires intermediate industry and product knowledge. - Must be able to use Microsoft Office and Customer Relationship Management software. Requirements - This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. - This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Benefits - Tuition reimbursement. - Medical, dental, and vision insurance. - Prescription drug coverage. - 401(k) retirement plan. - Short-term disability insurance. - 8 weeks paid birthing leave. - 2 weeks paid bonding leave. - Life and long-term disability insurance. - Up to 12 days of paid time off. - 2 paid well-being days. - 1 paid volunteer day. - 12 paid holidays. - 3 floating holidays per year.

• Achieves quarterly and annual lead generation goals as outlined in sales incentive comp plan • Handles inbound client calls, qualifies leads and if appropriate grows client relationships at the appropriate levels • Collaborates effectively with Business Development Directors in business unit; brings potential opportunities to their attention • Manages annual expense budget and submits expense reports for reimbursement on approval timelines • Expands client requests upselling for business unit when possible • Provides weekly sales activity report to management • Develops client call cycle to achieve objectives and sales plan • Sells the business unit’s capabilities leveraging differentiation framework • Recognizes and communicates sales opportunities for other business units • Establishes and manages customer expectations • Collaborates with companywide resources to achieve superior customer satisfaction • Organizes and hosts client visits if required

Role Description As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative needs-based dialogue that generates enthusiasm to meet with our industry-leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best-in-class experience that builds value in EFE’s Wealth Management services. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal-oriented, persuasive, confident, with a strong desire to be a top performer, and able to build strong prospective client relationships, this may be an opportunity for you! - Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives. - Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs. - Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners. - Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern. - Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction. Qualifications - 5+ years in a sales-based contact center environment; experience in financial services is a plus. - Proven ability to drive strong results from an assigned book of leads. - Strong interpersonal/communication skills and experience using emotional intelligence. - Passionate about proactively seeking coaching & development opportunities. - Previous financial license or desire to obtain a license is a bonus. - Bachelor’s Degree preferred. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $120,000 to $140,000. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits Your recruiter can share more about the specific benefits eligible for this role during the hiring process.