• Generate New Business and Expand Within Your Territory. • Drive sales growth by identifying, qualifying, and developing new business opportunities with new and existing customers. • Travel of up to 50% is required for client meetings, trade shows, relationship development, and market expansion opportunities. • Present fleet branding and vehicle graphics solutions that align with customer needs, business goals, and project requirements. • Maintain accurate sales activity, pipeline documentation, and forecasting in HubSpot while working to meet or exceed quarterly and annual revenue targets. • Stay informed on trends in fleet branding, advertising, transportation, franchising, and national account buying behavior to position Advertising Vehicles competitively in the marketplace. • Establish Strong Client Rapport. • Build and maintain strong, long-term relationships with current accounts while cultivating new customer partnerships. • Lead client conversations from initial concept and discovery through proposal, negotiation, contract execution, and order booking. • Partner for Success. • Collaborate with Estimating and Technical teams to position specifications, solutions, and execution strategies throughout the pre-close process. • Partner with Marketing, Design, Production, Installation, Operations, and Account Management to ensure a smooth handoff and strong client experience from sale through execution.

• Handle inbound and outbound customer enquiries across phone, email, and digital channels with professionalism and care • Generate and convert sales leads through proactive outreach and effective engagement • Provide accurate product information and tailored recommendations • Build strong customer relationships to encourage repeat business and loyalty • Identify and promote upgrade opportunities that enhance safety, independence, and quality of life • Clearly explain the benefits of upgraded devices and services • Achieve and exceed individual and team sales targets, KPIs, and revenue objectives • Spot upselling and cross-selling opportunities in every interaction • Prepare accurate quotations, process orders, and ensure timely follow-up • Maintain up-to-date knowledge of products, services, and market trends • Record all sales activity and customer interactions in our CRM • Collaborate with colleagues across operations, marketing, and customer service for a seamless journey • Contribute to continuous improvement by sharing feedback on customer needs and market opportunities

• Drive cross-sell of 3(16) fiduciary services into Definiti’s existing client base to achieve assigned ARR quota • Proactively identify opportunities through Client Relationship Management (CRM) pipeline analysis, existing client reviews, internal referrals from Client Success, Retirement Plan Consultants, and Regional Sales Directors • Execute outbound call campaigns and targeted outreach strategies to drive awareness and generate opportunities • Engage with financial advisors, plan sponsors, and internal stakeholders to position 3(16) services and value proposition • Partner with Regional Sales Directors and internal teams to advance opportunities through the sales cycle • Prepare proposals, pricing scenarios, and cost analysis aligned to ARR targets • Lead prospects through the sales process including discovery, solution positioning, proposal delivery, and closing • Ensure timely and accurate completion of all required sales documentation and client agreements • Maintain accurate and up-to-date pipeline activity, deal status, and revenue forecasting in CRM • Ensure smooth transition of closed business to implementation and service teams • Deliver responsive, professional service to all inbound sales inquiries and internal requests

• Meet minimum monthly sales targets • Conduct consultative conversations with customers, to understand their needs and available budget • Conduct discovery conversations to understand client needs • Build and maintain relationships with key contacts within accounts • Collaborate with internal teams to deliver solutions that support client objectives • Identify opportunities to introduce additional products and services • Maintain an organized pipeline with accurate updates in the CRM • Participate in outbound outreach (calls, emails, social touches) • Share feedback and collaborate with the team on best practices • Meet monthly and quarterly activity and sales goals • Support and retain existing accounts