• Transforming financial lives starts by giving our people the freedom to transform their own • We have a flexible work environment, and fluid career paths • Create a welcoming and inclusive environment • Help more customers achieve financial freedom • Dedicate time to volunteering for causes that matter most to associates

• Establishing strong connections with new businesses • Generating a robust client portfolio through various prospecting methods • Expertly presenting product insights to potential clients, showcasing how our solutions address their needs • Managing and growing existing accounts through upselling and cross-selling • Conducting effective closings to meet the unique requirements of new clients • Engaging in targeted research and proactive engagement for prospecting purposes

• Serve as a West Coast regional liaison between Slate service repair facilities and Service, Quality, and Engineering teams to quickly root-cause and recommend repair actions for Slate product issues. • Provide on-site assistance to service repair facilities and technicians when requested. • Provide expert repair guidance to service technicians on complex technical issues. • Support service technicians with high voltage battery pack testing, repair and replacements, discharging, and powering up. • Track and communicate in-field issue resolution to ensure the highest level of customer satisfaction. • Work with Slate Parts, Quality, and Logistics teams to coordinate part ordering escalation and returns. • Provide support to Slate Sales and Slate Customer Care to assist with customer concerns and case escalations. • Identify ECU software and calibration issues, collecting data logs, and documenting findings for Engineering and supplier review. • Work with Slate Warranty team for warranty claim disputes, approvals, and authorization of good will. • Ensure service center certification standards and compliance are being met. • Ensure a consistent and efficient repair strategy across the Slate service network. • Monitor service repair processes and make recommendations on future training opportunities to Service and Slate University teams.

• 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