• Represents, supports, and develops relationships between Catalyst Corporate and executive management at assigned credit unions. • Uses a consultative approach to manage the clients existing book of business, provide market insights, develop account plans, and territory plans. • Develops, maintains and executes on renewal strategies to protect revenue, negotiate contracts, and increase share of wallet and develop new business within the assigned credit unions. • Fosters in-depth and productive relationships at all levels with both the credit union and Catalyst departments. • Promotes the use of Catalyst products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

Role Description Incumbent is responsible for consulting with parishes and/or dioceses to develop strategies and sell OSV products and services associated with those strategies. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions. This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for following through to close sales and meeting sales goals defined by Sales Manager/Director, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively. The incumbent will create a plan to develop relationships across the territory which will result in successful engagements at parishes and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues. The incumbent will provide recommendations for new product and service offerings to product managers. Qualifications - Excellent verbal and written communication - Ability to manage statistical data in order to drive effectiveness and devise strategic plans - Ability to discover needs and sell products and services - Strong relationship building skills required - Detail-oriented with the ability to take initiative and work independently - Ability to set and meet goals without supervision - Organizational skills with the ability to multi-task - Team player - Problem solving skills Requirements - Proficient with Word, Excel, PowerPoint and Outlook - Minimum of 5 years of consulting, customer service or sales experience, including large account management experience - Territory planning experience - Proven record of revenue results with high levels of customer satisfaction - Experience working with various organizations within the Church with proven success - Completed Business or Communication classes - Knowledge of business management and planning - Fundraising Experience - Knowledge of or experience with Catholic school and/or parish markets preferred - Must be willing to travel 50% - Ability to meet daily goals and meet deadlines - Daily customer calls and/or visits in the field - Ability to set up a home office - Evening and weekend work required periodically throughout the year - Knowledge of selling techniques and ability to close sales is preferred, but training will be provided - Self-starter - Must have a valid driver’s license with an acceptable driving record that meets company requirements Education - Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered. Work Environment The incumbent will work in a remote environment from a home office. Salary OSV recognizes that its employees work in many different states and therefore may be affected by different laws. It is OSV’s intention to comply with all applicable federal, state, and local laws that apply to the Company’s employees. Compensation offered is determined based on market data, internal equity, and an applicant’s relevant skills, experience, and educational background. General Salary Range: $67,000 - $69,000 Monthly commissions will also be available for this position.

• Drive value delivery with current Gartner clients, ensuring clients maximize the value they receive from their Gartner services • Identify, cultivate, qualify and close client growth opportunities through cross-sell and upsell • Continually build a pipeline of high-quality opportunities to deliver against your sales metrics, ensuring KPI’s are met. • Quota responsibility for your assigned territory. • Manage complex high-revenue sales across matrix and diverse business environments. • Own forecasting and account planning on a monthly/quarterly/annual basis.