• Run client phone calls, qualifying inbound leads and conducting sales presentations • Consistently meet and exceed sales quotas and KPIs • Own the top of the funnel stage from initial contact to qualification and follow-up • Engage with new and existing clients, maintaining a high conversion rate • Collaborate with internal teams to tailor client solutions • Leverage AI, CRM, dashboards, and automation tools for pipeline management and performance tracking • Take part in team meetings, training sessions, and ongoing skill development • 60% written communication and client coordination; 40% phone communication

• Close deals and ensure robust pipeline development to achieve booking targets. • Position MagicSchool as the preferred solution for large K-12 school districts. • Cultivate strong relationships with superintendent cabinet members. • Manage complex procurement, evaluation, and negotiation processes. • Collaborate with product, finance, success, marketing, and other teams to customize offerings.

• Own and manage a high velocity sales funnel • Manage the full sales cycle—from prospecting, to qualification, to close • Understand customer pain points and communicate Puzzle.io’s value • Maintain detailed records in the CRM and analyze sales metrics • Work cross-functionally with all GTM teams to align strategies

Job Requisition ID: 93214 Location Designation: Fully Remote ** Two (2) openings are available for this role. ** Role Overview A Relationship Executive is responsible for:• Managing key accounts and third parties (brokers and MGUs) relationships: o This role involves working closely with key policyholders, brokers and MGUs to understand their needs, developing strategies to meet those needs, and acting as a liaison between them and the company's internal teams. • Maintaining strong internal relationships: o Working with various GMAD's teams such as Underwriting, Sales and Marketing to assist brokers, MGUs and Policyholders. o Work with other New York Life divisions to cross-sell Accident and Health business. o Be a liaison to other New York Life divisions such as GBS. The ideal candidate will have excellent communication skills, a strong customer focus, and the ability to manage multiple accounts simultaneously. What You'll Do • Client Relationship Management: Develop and maintain strong, long-term relationships with clients. Act as the primary point of contact for client inquiries and concerns.• Account Planning: Develop strategic account plans to meet the client's business objectives and ensure client satisfaction.• Client Meetings: Regularly meet with key clients, brokers and MGUs to review their needs, provide updates on progress, and discuss new opportunities.• Cross-functional Collaboration: Collaborate with internal teams, including sales, marketing, and product development, to ensure client needs are met.• Project Management: Oversee the execution of client projects, ensuring they are completed on time and within budget.• Problem Resolution: Address and resolve any client issues or concerns promptly and effectively.• Mid-Term Policy Changes: Handle mid-term endorsements for accounts if necessary (including, but not limited to, BORs and name changes). What You'll Bring Salary Range: $68,000 - $100,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93214