• 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

• Conduct outbound calls (~100 per day), identifying and speaking with the decision-maker for each contact • Referral-based sales strategy • We provide leads that are buying, renewing, and viable for success (you will not need to source leads) • Take a consultative sales approach - identifying the prospect’s needs and providing appropriate solutions • Achieve monthly quotas

• Responsible for managing JENNY BIRD’S existing West Coast distribution • Driving new account development • Manage order book and work closely with coordinators and operations to strategize and prioritize shipments • Conduct store visits and merchandising support • Identify prospects and support distribution management • Act as a brand ambassador to JENNY BIRD • Meet and exceed sales targets • Analyze selling opportunities and identify reorder opportunities

• Prospecting, qualifying, and onboarding home improvement dealers into LHI’s financing platform — then keeping them active and transacting • Prospect and qualify home improvement contractors across roofing, windows, siding, HVAC, bathrooms, and general remodeling • Run demos of LHI’s platform and walk dealers through loan products, offer structures, and the funding process • Onboard new dealers from signed agreement through first funded deal • Keep your dealer book active — regular touchpoints, usage coaching, and re-engagement when volume drops • Log all activity in HubSpot and maintain clean pipeline records • Collaborate with the LHI operations team to move deals through underwriting and funding smoothly