• Build and maintain high-quality lead lists using tools such as Apollo.io and other prospecting platforms • Execute cold outreach campaigns across email and LinkedIn • Personalize messaging and continuously optimize outbound sequences for higher response rates • Manage and update CRM records daily with accurate lead and pipeline data • Track follow-ups, engagement metrics, and deal stages to ensure consistent pipeline movement • Qualify inbound and outbound prospects before scheduling discovery calls • Coordinate and book qualified discovery meetings for the founder/sales team • Share structured weekly performance reports covering outreach metrics, conversions, and pipeline status

• Coordinate enrollment meetings and support brokers/groups with promotional materials • Manage quoting prices, preparing proposals and providing information regarding terms and delivery • Track sales activities and submit required sold group information for group set-up • Prospect new business contacting brokers/consultants within assigned territory • Present insurance products and services to brokers and management • Implement strategies to support key relationship building for ongoing business development with brokers/consultants for groups with 26-500 employees.

• Own the full sales cycle for your accounts, including discovery, value mapping, ROI building, proposals, negotiation, and closing. • Build multi threaded relationships across Production, Content, Digital, IT, and Executive stakeholders. • Create mutual close plans, manage legal and commercial steps, and maintain accurate forecasts. • Build tiered account plans for your target list, including org maps, incumbent tools, contract timelines, and entry strategies. • Generate pipeline through events such as IBC, warm introductions, and targeted outreach, with limited pure cold calling. • Run structured discovery with multiple personas to understand pains, current workflows, and business impact. • Create clear narratives and product demos that speak to both senior non technical and technical buyers. • Work with Customer Success on handovers and early adoption to set accounts up for expansion. • Share market feedback with Product and Engineering to help shape the roadmap. • Partner with Marketing on case studies, reference wins, and event strategy.

• Respond to clients who have requested our support • Set an appointment and meet virtually at their home for about 45 minutes • Learn and implement the in-home process utilizing several tools to help families find the best plan that fits their needs and budget • Sit down with 8 to 15 families per week • Help put 5 to 10 plans in place per week