• Qualify inbound and outbound leads and book strong appointments for closers • Take qualified calls and close deals • Run booked calls • Handle objections • Collect payments • Manage pipeline follow-ups • Operate with autonomy Your ability to connect and convert directly impacts company growth.

• Own the full sales cycle from prospecting to close. • Target mid-market and upper-mid clients (500–5,000 employees). • Build a high exponentially growing sales engine in the next 12 months. • Develop early reference clients and champions for expansion. • Collaborate with the product team to provide feedback loops from the field. • Track and report on pipeline health, win rates, and deal velocity metrics.

• Work closely each year with various nonprofits and schools in assigned territory • Build long term relationships with clients and manage 10,000+ accounts annually • Daily outreach to new/existing clients: phone calls, emails, Google Hangouts (we are short $ZOOM) • Work within a CRM (Hubspot) daily to manage your tasks and input data for tracking • Attend quarterly team gatherings called RAGEr (Raise Away Group Event r) • Smash your monthly, quarterly, and yearly sales quotas • Help Sales Team with their quarterly projects • Attend Sales Team on-site working sessions 2x a year in Southern California • Participate in weekly meetings, Slack, and Asana projects • Ride a unicorn 🦄

• Retirement Plan Design Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation, assist with preparation for point-of-sale client meetings. • Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources. • Fiduciary Programs: Manage the promotion of the 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors. • Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors. • Productively work together and collaborate with internal partners such as Cetera’s Retirement Plan Solution Consultant and Regional Growth Teams. • Assist advisors with issue resolution • Travel to conferences and advisor locations for site visits (up to 20%)