• Interact by phone with prospective patients interested in learning more about Mosaic and how to enroll • Make an average of 120 outbound calls per day to educate, inform, and answer questions about available services, enroll patients in the program, and schedule an onboarding call • Clearly communicate the value of the service to patients, ensuring they understand the commitment and steps to becoming a Mosaic patient • Maintain a positive, professional, and enthusiastic tone on every call • Meet departmental performance metrics including outbound calls, average appointments scheduled, and schedule adherence • Escalate patient complaints to the appropriate supervisor • Track and record patient interactions/outcomes, scheduling enrollment appointments in Mosaic’s systems • Respond to inbound calls from prospective or current patients, addressing inquiries accordingly • Make follow-up calls as needed to reschedule patients and confirm appointments • Collaborate with providers to review the status of patient onboarding

• Conduct outbound and inbound specialist calls with advisors. • Every call should introduce a concept, advance a relationship, or move a specific opportunity forward. • Co-own an assigned territory with an SVP, Wealth Solutions. • Build and execute the territory business plan, advisor coverage model, and sales strategy. • Host virtual meetings with advisors independently. • Cover advisor meetings virtually in support of the paired SVP when in-person coverage is not feasible. • Lead investment conversations across DST, QOZ, and Developmental Real Estate strategies, including the tax and planning context that drives advisor decision-making. • Qualify and advance advisor interest through the sales process. • Identify where an advisor is in their diligence process and define a concrete next step on every call. • Own the follow-up cadence for every advisor interaction: follow-up call, materials sent, next touchpoint scheduled, and CRM entry logged within 24 hours. • Execute call and email campaigns to achieve the firm’s strategic objectives. • Maintain the territory’s outreach cadence for advisors who are not yet active. • Prepare the SVP for field meetings: know the advisor’s history, prior conversations, pipeline status, and open items before the SVP walks in. • Build and manage the territory calendar, advisor rotation, and ranking. • Cover meetings within the territory, including occasional travel for 1:1 and group meetings with advisors. • Log all advisor calls, meetings, and territory activity in Salesforce/CRM within 24 hours. • Keep opportunity stages, contact records, and advisor profiles current. • Maintain deep, current product knowledge across all active Griffin strategies. • Research and understand competitor offerings to identify where Griffin’s solutions fit. • Stay current on broader financial markets, commercial real estate, and alternative investment trends. • Work with the team to prepare presentations, white papers, and other marketing materials. • Assist and resolve escalated client service issues when necessary. • Adhere to all compliance and company guidelines, including use of approved materials, documentation standards, and required licensing and continuing education.

• Deliver in-services across the full patient monitoring portfolio, tailoring education to customer workflows, clinical environments, and learning needs • Provide hands-on clinical application training across hospital departments and care settings • Assess education needs across nursing units and specialties and adjust instruction accordingly • Support system installations by identifying customer workflows and configuration needs • Provide on-site clinical support during go-live events and final implementations • Conduct follow-up visits and ongoing phone support to reinforce education and promote sustained product adoption • Maintain strong, trusted relationships with clinical staff and leadership at customer sites • Serve as a clinical liaison between customers and internal teams including Technical Support, Service, and Systems Solutions • Provide on-call clinical support through the technical support line following established escalation and documentation procedures (on-call rotation begins after one year in role)

• Deliver in-services across the full patient monitoring portfolio • Provide hands-on clinical application training across hospital departments and care settings • Assess education needs across nursing units and specialties • Support system installations by identifying customer workflows • Provide on-site clinical support during go-live events • Conduct follow-up visits and ongoing phone support to reinforce education • Maintain strong relationships with clinical staff and internal teams • Provide on-call clinical support through the technical support line