• Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans • Handles relationship management through required client visits and proactive phone contact • Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness • Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers • Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty • Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution • Consult with clients and brokers on qualified plan design issues • Interpret and explain plan provisions to accomplish client goals

• Drive new client acquisition and revenue growth across the employer market segment by identifying, pursuing, and closing high-value opportunities that align with our strategic goals and solution portfolio. • Lead the end-to-end sales cycle — from prospecting and qualification through proposal development, negotiation, and close — ensuring each engagement is grounded in a deep understanding of client needs, market dynamics, and industry trends. • Develop and execute targeted go-to-market strategies for employer prospects , leveraging insights, data, and relationships to open new doors and expand our market footprint. • Establish and maintain C-level and senior stakeholder relationships , positioning the organization as a trusted advisor and driving engagement across multiple decision-makers and influencers. • Collaborate cross-functionally with marketing, solution consulting, and delivery teams to craft compelling value propositions and ensure seamless handoffs from new-logo acquisition to client success. • Stay ahead of emerging trends in healthcare to shape proactive outreach strategies and position our offerings competitively. • Consistently achieve and exceed new business sales quotas and other key performance metrics, while maintaining accurate forecasts and pipeline management. • Develop strong, trusted relationships with large and mid ‑ market consulting partners by sharing the Truven value story and reinforcing their confidence in collaborating with our teams to support their clients effectively.

• Lead Fidelity’s Stock Plan Services Sales pursuits with late-stage private (Pre-IPO) companies • Play a key role in shaping the future of this important growth business • Lead team-based sales pursuits of late-stage, private companies for their equity administration business • Focus on driving growth across all geographical markets • Partner closely with other businesses across the Fidelity enterprise • Strategize and deliver compelling demonstrations of Fidelity’s leading capabilities • Collaborate with leaders across multiple functions to create consistent client and associate experiences • Bring your experience and skill as a sales professional to enhance the skills of others • Encourage your team to improve their processes • Be a visible and credible presence in the industry – viewed as an expert

• Engage with active insurance shoppers via inbound/outbound calls, live chat, SMS, and more. • Use your insurance expertise to uncover customer needs, identify coverage gaps, and recommend tailored solutions from Allstate products and products within the Allstate family of companies. • Convert warm leads into customers using a proven consultative sales strategy — no cold calling required. • Work from home to drive sales growth while delivering an exceptional, customer-first experience.