• Conduct outbound calls to business owners and decision-makers • Schedule qualified meetings for licensed commercial insurance brokers • Meet daily, weekly, and monthly calling and appointment-setting goals • Manage prospect records, follow-ups, and daily tasks in Salesforce • Set follow-up reminders and maintain consistent communication with prospects • Assist with setting up Workers' Compensation analyses for brokers • Provide general sales and administrative support to brokers

• We are building a talent pool for future opportunities in Commercial Consulting across different regions of Brazil. • Consultative work with franchisees, monitoring commercial indicators, store operations, sell-in and sell-out strategies, financial management, and improving unit performance. • Responsible for commercial relationships with multibrand partners, developing a client portfolio, tracking sales, commercial negotiations, and expanding the brand’s presence in the region. • Focused on management and performance of company-owned stores, monitoring KPIs, team development, retail operations, and customer experience. • Responsible for prospecting and developing new business opportunities, market analysis, mapping strategic regions, and operation expansion. • Ensure execution of the brand’s commercial strategy; • Monitor commercial and financial targets and KPIs; • Develop consultative relationships with partners and operations; • Prepare action plans to improve results; • Conduct frequent in-person visits; • Monitor inventory, sell-in and sell-out; • Develop commercial strategies and growth opportunities; • Support training and team development; • Prepare reports and management analyses; • Act strategically on customer experience and operational performance.

• Answer inbound calls, texts, and emails fast • Guide customers to a decision with zero pressure tactics • Keep every detail accurate and your pipeline clean • Work with a small team that moves quick • Use AI and modern software to work faster

• Generate net new leads and opportunities via media, an existing book of business, personal brand and/or digital sales • Actively engage clients and prospects to build relationships, identify needs, and review investment goals related to Bitcoin • Establish and cultivate relationships with new and existing clients by providing high-quality and bespoke support throughout their Bitcoin journey • Serves as a client dedicated contact for a wide spectrum of topics related to Swan services and Bitcoin • Onboard new Swan clients with high satisfaction rates • Ensure our best clients receive only the highest quality of service across all actions • Execute orders and other concierge services in an on-call basis, upon request • Provide Private clients with personal access via SMS seven days a week • Provide expert-level guidance on both Swan products and Bitcoin strategies in line with client goals • Work collaboratively with Directors and Managing Directors to benefit the overall sales environment • Flexibility to travel as needed