• Own the Enterprise Sales Cycle: Manage the complete sales process from prospecting and qualification to discovery, solution alignment, negotiation, closure, and handover. • Build and manage a healthy pipeline across named accounts, outbound opportunities, partner-led opportunities, and qualified inbound leads. • Build Strategic Account Plans: Develop structured account plans for target customers by identifying business priorities, key decision-makers, influencers, buying committees, budget owners, and potential blockers. • Map Lifesight’s value proposition to the customer’s marketing, analytics, growth, and revenue objectives. • Drive Consultative and Value-Based Selling: Engage with senior stakeholders across marketing, growth, analytics, finance, data, and technology teams. • Understand customer pain points related to marketing measurement, attribution, incrementality, media efficiency, customer intelligence, and ROI visibility, and translate them into clear business value. • Lead Multi-Stakeholder Sales Motions: Run complex sales engagements involving multiple stakeholders across customer organizations. • Coordinate effectively with internal Solutions Engineers, Product, Customer Success, Marketing Strategy, and Partnerships teams to create strong proposals and high-impact demonstrations. • Position Lifesight as a Strategic Growth Partner: Communicate how Lifesight helps customers improve marketing effectiveness, optimize media investments, reduce measurement gaps, and make better business decisions. • Present compelling narratives to VP, C-level, and functional leadership audiences. • Negotiate and Close Commercial Agreements: Lead commercial discussions, proposal creation, pricing conversations, contract negotiation, and deal closure. • Maintain strong control over deal progression, timelines, mutual action plans, and decision processes. • Partner for Adoption and Expansion: Work closely with Customer Success after closure to ensure smooth onboarding, customer adoption, value realization, and future expansion opportunities. • Identify growth potential within existing accounts through additional use cases, teams, geographies, or business units. • Maintain Sales Discipline: Use CRM systems and sales processes consistently to maintain accurate pipeline visibility, forecasting, account notes, next steps, and deal health. • Apply structured enterprise sales methodologies such as MEDDPICC, Challenger, SPIN, or similar frameworks.

Role Description The Senior Securities Account Executive – National Accounts is responsible for generating and growing revenue for AD Banker’s securities education product line by actively building, managing, and converting a strong pipeline of opportunities. This role owns strategic, high-complexity sales engagements within an assigned national territory and operates with a high degree of autonomy in advancing the most critical revenue opportunities from discovery through close. - Own and lead the entire sales cycle for standard and high-complexity opportunities, including prospecting, discovery, proposal development, negotiation, and close. - Serve as the primary sales owner for the most complex and strategically significant opportunities within the assigned territory, exercising independent judgment and accountability to advance and close high-value deals. - Drive net-new business development through targeted prospecting and strategic account penetration, focusing on long-term revenue growth and market expansion. - Build, manage, and maintain a robust sales funnel to ensure accurate forecasting, visibility, and prioritization of key opportunities. - Partner with internal teams—including content development, sales operations, technology, marketing, and compliance—to align solutions and execution for complex client needs. - Develop and execute strategic account plans for high-value clients, identifying cross-sell and expansion opportunities across AD Banker’s education portfolio. - Lead discovery calls, executive-level meetings, and formal presentations with senior decision makers, industry leaders, and prospective clients. - Attend, present, and represent AD Banker at industry events, partner meetings, and conferences to build brand awareness and revenue-generating relationships. - Monitor competitive products, pricing structures, and market trends; provide insights and recommendations to internal stakeholders to support long-range sales planning. - Maintain accurate and timely documentation of sales activity, pipeline progression, and forecasts within the CRM system. - Utilize internal and external performance metrics to adjust sales strategy and optimize territory results. Qualifications - Proven experience in a hunter-focused sales role with demonstrated success in winning and closing complex, net-new business. - Experience working with executive-level decision makers and key industry influencers to drive strategic sales outcomes. - Strong track record of managing a large or national territory with minimal supervision. - Demonstrated ability to structure, negotiate, and close sophisticated sales engagements with multiple stakeholders. - Experience within the financial services industry preferred but not required. Requirements - Advanced consultative selling and negotiation skills. - Strong analytical and strategic problem-solving capabilities. - Excellent oral, written, and executive-level presentation skills. - Exceptional organizational, planning, and prioritization skills. - Strong interpersonal and relationship-building abilities; comfortable meeting clients in person. - Ability to operate independently with a high level of accountability and attention to detail. - Ability to influence and persuade others to achieve desired outcomes. Technical Skills Required - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). - Experience using Salesforce or similar CRM platforms. - Experience with video conferencing and presentation tools (Zoom, GoToMeeting, MS Teams, etc.). - Comfortable learning and adapting to new technologies and sales tools. Supervisory Responsibility This position does not supervise the work of others. Internal and External Interaction This role interacts regularly with peers, cross-functional partners, and sales leadership. Externally, the role engages directly with clients, partners, vendors, and industry stakeholders, including escalation and support situations within the assigned territory. Physical Requirements The physical demands of this position are representative of those that must be met to successfully perform essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ***$120,000-125,000 base plus a 60% variable commission plan.

• 销售数据收集、及时完成直线经理交给的任务 • 市场活动收集、及时完成直线经理交给的任务 • 行政支持,负责区域报销审核,组织区域内部会议等 • 工作报告,及时提交各类日常报告 • 预算管理,每月跟进区域费用进度 • 以及其他区域日常事务性工作

• Selling and production of Surety business in a specified region. • Achieve sales goals for assigned territory. • Educate producers on the merits and use of the RLI bond issuance system. • Promote other RLI surety products and provide respective points of contact where applicable. • Attend association meetings and industry functions. • Assist in special projects and other duties as needed. • Role will require consistent travel.