• Make outbound calls to customers and potential clients using a script provided by the company • Identify potential clients and tailor your approach to meet their needs and preferences. • Handle objections and rejections effectively, professionally, and positively • Introduce the company, explain its services to the potential client positively, and be enthusiastic about saving for post-secondary • Qualify the potential client to ensure they are a good fit for the services offered by the company • Schedule appointments with qualified potential clients based on their availability and the availability of the sales team • Confirm appointments with potential clients and provide them with any necessary information about the company or the appointment • Maintain accurate records of all client interactions and appointments scheduled using the company's CRM and other tools • Meet daily or weekly appointment booking targets set by the company

Role Description CopperPoint has an exciting opportunity for a Business Development & Distribution Director. This strategic leadership role is responsible for driving profitable growth through the development and expansion of commercial insurance distribution channels across a multi-state territory. The Director actively identifies, cultivates, and secures new business opportunities by establishing and strengthening agency partnerships while expanding market presence. Working collaboratively with underwriting and other key stakeholders, this position leads the planning and execution of growth initiatives, gathers and prioritizes customer and market requirements, and ensures revenue, profitability, and customer satisfaction objectives are achieved. - Establish strategic business development initiatives - Ensure compliance with all business initiatives - Present business opportunities and business cases to the senior leadership team as required - Identify, generate, and close sales and new business opportunities - Contribute to new product development - Contribute to the execution of the marketing strategy and business development plans - Provide leadership and training on new lines of business and services to management and staff - Screen potential business deals by analyzing the market - Coordinate, prepare, and present proposals and business plans that target newly recognized business opportunities - Participate in internal and external business events, road shows, and seminars as required by management - Leads Agency engagement activities; regularly meeting with, communicate strategies and goals, while identifying opportunities with each assigned Agency in their distribution channel - Builds strategic relationships to drive new business, profitability and other business objectives - Conducts producer meetings that are agenda driven, addressing existing deliverables and commitments (company and producer), review existing pipeline and identify new opportunities - Educates assigned Agency Partners on the enterprise-wide portfolio, while implementing target strategies aligned with the Agency Business Model - Monitors production and quality of assigned Agency partners - Manages Partnership Plans and Profit Sharing & Financial incentives to maximize growth profit of the portfolio - Collaborates with underwriting, claims and product development team to position products that align with strategic goals - Acts as a liaison between assigned agents/agencies/brokers and internal departments to ensure effective communication, timely issue resolution and to ensure assigned agents/agencies/brokers receive a strong sense of business partnership from the company - Actively seek out new distribution channels by creating agency partnerships in new markets leading to expanded market penetration - Prospects and prequalifies new producers to determine working relationship - Attains a thorough knowledge of the geographic territory assigned about production sources, competitor activity, and economic and geographic peculiarities - Monitor/track and analyze the effectiveness of programs to support reporting, course corrections and decision making - Assist in pre-qualifying accounts to be submitted to underwriting and follow-up with brokers for additional information and guidance, as needed - Partner with brokers as needed in the development and delivery of sales proposals and presentations for new and renewal business - Provide subject matter expertise during client business reviews; ensure services align with client needs and expectations - Utilize Salesforce to manage pipeline and to lead enterprise-wide activities, track and report progress results - Assist Leaders with developing operational procedures, workflows and best practices for enterprise-wide execution - Assist Leaders with internal staff development training initiatives - Assist Leaders with external agency development training engagement activities Qualifications - BS/BA college degree in business administration, finance or marketing - Minimum of 3 years of insurance industry experience with increasing responsibilities - In depth understanding of insurance sales, marketing, and underwriting - Strong insurance, business and financial acumen - Ability to effectively influence internal and external stakeholders - Ability to collaborate with cross-functional teams - Demonstrated ability to effectively build relationships with agents and brokers - Demonstrated ability to manage multiple projects simultaneously - Strong knowledge of insurance principles, rates, rules, forms, procedures, regulations, coverages and business processes - Analyze complex administrative or business problems, evaluate alternatives, and make appropriate recommendations - Models self-leadership that encourages open, honest dialogue and leverages diverse strengths of self and others - Communicates in a clear, relevant and timely manner that promotes common understanding and engages stakeholders - Creates and manages synergistic relationships to achieve shared business objectives - Attracts and leverages top talent to create an innovative, high-performance environment - Analyzes complex business problems and assesses decision impacts to determine appropriate solutions - Identifies and embraces opportunities to deliver competitive products and customer service - Executes effectively with clearly defined vision and measures of success Benefits - Employees and their families are eligible to participate in CopperPoint Insurance Companies benefit plans including medical, dental, vision, short-term disability, long-term disability, life insurance, a health savings account, a flexible spending account, and a 401k plan - Some benefits are provided at no cost to the employee (Basic Life Insurance and AD&D at two times an employee’s annual salary, Short- and Long-term Disability coverage, and Employee Assistant Plan) - Employees will accrue 0.0846 hours of Paid Time Off (PTO) per paid hour, which may total 22 days a year - Employees will also receive 10 paid holidays throughout the calendar year Salary Range $000,000.00-$000,000.00 annually. Compensation may vary depending on skills, experience, education, and geographical location. In addition to base salary, compensation may include an annual discretionary bonus.

• Drive business development activities for a rapidly growing medical media company. • Identify and develop strategic growth opportunities. • Collaborate effectively across the organization. • Develop an integrated customer engagement strategy to drive profitable revenue growth.

• Lead the strategic development and expansion of a client pipeline within the festival and fair categories • Develop and implement growth strategies for the music vertical through lead generation and relationship-building initiatives, aligned with broader business goals • Work with Business Development leadership to help manage financial deal models, proposals, and lead contract negotiations for new partnerships and renewals, ensuring terms that support long-term objectives • Contribute to achieving and surpassing revenue targets by identifying key opportunities within assigned verticals • Regularly update opportunities and pipeline to ensure data integrity and process optimization • Represent AXS at select industry events and tradeshows. Facilitate strategic meetings and events with external partners and prospects • Assist the Business Development leadership team with strategic tasks and ad-hoc initiatives that drive growth • Cultivate relationships with potential partners and lead efforts to secure and coordinate meetings that drive business opportunities