• Seeking initial information on clients’ backgrounds, situations, and goals via introductory meetings. • Proposing and finalising scopes of services for clients. • Holding ad-hoc and / or regularly scheduled coaching sessions with clients to address their questions, help them reach their goals, and be a compassionate and non-judgmental listener. • Accompanying clients on clinic / hospital visits and relevant calls with doctors and other healthcare professionals, recording and summarising meetings if required. • Gathering data on clients’ diagnoses, prognoses, and treatment options (including non-standard treatments) from doctors and other healthcare professionals as well as from online research, challenging doctors and healthcare professionals in a respectful manner if necessary. • Summarising and presenting information to clients, including comparison of multiple opinions / conclusions from different sources, graphic layout of treatment paths, etc. • Contacting care providers for information on treatment offering and price, and negotiating and arranging treatment on behalf of clients. • Providing advice and input on our service, including preparing and editing frameworks, processes, and templates. • Participating in marketing initiatives. • Attending various training and / or certification courses according to business needs. • Other tasks as required.

• Provide coaching and assistance to Real Estate franchise owners, brokers, and managers on business sustainability via agent retention, sales growth, operational performance, etc. • Create and maintain a network of cooperative relationships with Franchise Owners & Managers; communicate shared expectations of franchisor and franchisee business operations • Partner with Real Estate franchise owners on implementing staffing/recruiting strategies, marketing and mentoring programs, and various other revenue streams. • Coordinate and conduct training formats between new and existing franchisees to develop and maintain the Realty ONE Group Affiliates business model and operating procedures • Serve as a strategist, liaison, and trainer to provide guidance for new Franchisees and the orientation process; assist new franchisees with implementing Realty ONE Group Affiliates operating systems. • Provide proactive ongoing support and development of business improvement plans to Franchise owners via webinars and phone consults to promote profitability and success • Participate in the development and delivery of system standards training, regional training & workshops, national conventions, E-learning, and on-site training as needed • Perform research and data analysis to generate and present reports accordingly • Actively participate in Franchise Business Development meetings; communicate effectively with franchisees on outstanding issues or requests • Assist with franchise development standards, core competency training, onboarding, orientation and any on-going training and development needs • Assist and explain the alignment of marketing and operational expenses with business projections to collaborate with Franchise owners on future adjustments when needed • Oversee additional projects and tasks as designated by the CLO or VPL; formulate & execute project action plans & provide internal updates on progress; collaborate with teams on improvement work and company initiatives

• Provide coaching, organizational development, and strategy support for company transformation initiatives • Examine the situation and suggest improvements for organizational structures, projects, programs, and workflows • Review, analyze, and interpret complex documents • Assess the effectiveness of organizational structures, initiatives, programs, and processes • Document the existing capability for an organization and its programs • Document processes using process improvement methodologies • Design and facilitate workshops, focus groups, workgroups, and meetings • Develop change management and stakeholder engagement strategies • Prepare agendas, meeting minutes, summaries, and After-Action Reports • Develop communication plans and internal and external communication products

• Coaching clients on organizational development and strategy support • Examining organizational structures and making suggestions for improvements • Documenting processes and conducting assessments • Designing and facilitating workshops and meetings