• You manage and develop your customers in line with the company’s defined objectives and implement regional sales promotion measures. • You acquire new customers with consideration for profitability and the continuous identification of market potential. • You provide professional advice on sales promotion materials while complying with the Quality Group’s financial guidelines and continuously monitoring market changes and competitor activity.

• Engage and nurture a warm database of existing clients and qualified leads via phone, email, and CRM platforms. • Conduct professional consultative sales conversations to identify client needs, goals, and investment readiness. • Present and sell premium business acquisition and mentoring programmes. • Manage the full sales cycle from initial engagement through to closing. • Consistently follow up with long-term leads and maintain strong relationships. • Maintain accurate CRM records, sales notes, and pipeline activity. • Meet and exceed monthly sales targets and KPIs. • Represent the company professionally during all client interactions. • Collaborate with the wider sales team to maximise conversion opportunities.

• Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances • Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls • Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners • Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders • Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching • Meet and exceed monthly and quarterly sales goals • Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

• Run technical sales calls discussing binding kinetics and assay design • Onboard new customers and assist in experiment design • Monitor ongoing accounts and suggest next steps • Troubleshoot customer experiments with the biology team • Identify expansion opportunities within accounts