• Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business. • Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc. • Promote key TFA products and platforms designed to help serve client needs. • Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources. • Act as an expert coach on formation/positioning assistance requested at point-of-sale. • Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results. • Maintain close working relationships with product providers to leverage their resources. • Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.) • Drive increased sales growth from new financial professionals through on-going sales support and encouragement. • Provide orientation and training on TFA products, systems, websites and other sales tools. • Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge. • Recommend and initiate improvements to processes and procedures.

• Identify, develop, and close new business opportunities with strategic clients. • Build and maintain strong relationships with prospective and existing customers, acting as their trusted advisor. • Conduct detailed discovery meetings to understand customer needs and present tailored solutions. • Manage the entire sales cycle from prospecting to contract negotiation and deal closure. • Collaborate with the marketing, pre-sales, and product teams to ensure customer success and satisfaction. • Meet or exceed quarterly and annual sales targets.

• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline • Partner with the Solutions Consulting Team to utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform • Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges • Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition • Regularly and promptly update customer relationship management tools to report customer contacts • Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales • Develop and execute a sales strategy with purposeful action to secure the sale • Rally internal support to pursue an account and optimize internal resources • Prioritize selling activities and ensure timely follow-through • Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset • Share knowledge, successes, lessons learned and best practices with peers across teams

• Develop and strengthen relationships between Infios and customers within an assigned territory • Achieve bookings goals by generating pipeline and closing business • Guide sales opportunities through the entire cycle, from prospecting to contract negotiation and closing • Leverage multi-channel communication and sales productivity tools to engage with prospects and customers • Introduce and implement new solution categories by leveraging upsell and cross-sell initiatives • Research, question, and actively listen to customers to fully understand their needs • Collaborate with internal account teams to maximize customer satisfaction and investment • Maintain accurate updates for revenue forecasting, CRM data management, and pipeline reporting • Educate and assist customers in the migration and maximization of their solutions • Stay up to date on product enhancements and industry trends • Participate in training sessions and ongoing professional development.