• Conduct sales consultations with warm, pre-qualified leads • Help prospective students identify the best educational path for their career goals • Close high-ticket program enrollments through consultative selling • Maintain accurate records in our CRM system • Consistently meet and exceed sales targets • Collaborate closely with Marketing, Admissions, and Student Success teams • Share customer insights and feedback to help improve our programs and sales processes

• Serve as the primary contact for inquiring families, handling inbound and outbound calls, texts, and emails to educate them on InStride’s program, treatment methods, and clinical outcomes. • Foster trusting relationships by offering empathetic guidance and advocating for families facing hurdles in accessing care. • Proactively reach out to families to resolve onboarding barriers and keep them “unstuck”. Confidently navigate complex insurance workflows—including verifying eligibility against specific payer contracts, managing Single Case Agreements, and coordinating with the authorization team. Connect directly with insurance representatives, pushing back when necessary to secure accurate information and fiercely advocate for our families. • Act as a central liaison connecting families with our internal teams—including Payer, Scheduling, Authorization, Growth, and Clinical staff. Maintain a team-first mindset with a constant readiness to jump in, support, and cover for colleagues as needed.

• Connect with people who asked for help protecting their families • Build your own agency with an ownership pathway • Earn commissions with uncapped potential • Participate in hands-on mentorship from top leaders

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance • Achieve plan level and individual goals to help achieve service level agreements and business results • Participate in client meetings, sales finals, or other external meetings as needed • Work collaboratively across internal service and management teams to improve effectiveness