• Develop and implement comprehensive sales strategies to expand and manage a portfolio of business, with the objective of driving profitable growth. • Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance. • Conduct in-depth agency diagnostics to assess performance and identify growth opportunities. • Facilitate agency appointments and build long-term relationships through office visits (both in person and virtual). • Prospect, onboard and set performance goals for new agencies, while providing training and support. • May pre-qualify accounts as needed. • Influence agency partners through effective communication and negotiation skills. • Collaborate with internal teams, such as, Product and Underwriting to ensure alignment of sales strategies with business objectives. • Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by discussing with business partners in other lines. • May identify book transfer opportunities. • Develop knowledge of competitor products and capabilities and local market trends. • Utilize advanced data and analytics for sales decisions and performance measurement, leveraging extensive knowledge of Travelers' systems and platforms to support the sales process. • Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools. • Perform other duties as assigned.

• Handle scheduled inbound sales calls with prospective clients • Build rapport with clients by understanding their situation and explaining the company's services • Confidently answer questions and manage objections throughout the sales conversation • Guide qualified prospects through the payment process or invoice setup • Welcome new community members and introduce them to available resources and educational webinars • Follow up with leads as needed to maximize conversion opportunities • Maintain accurate communication records using company systems • Participate actively in ongoing training, coaching sessions, and role-playing exercises

• Build and manage a portfolio of schools across your region, identifying opportunities to introduce Education Perfect to new customers • Achieve sales targets by converting prospective schools into active EP customers • Maintain an accurate sales pipeline and contribute to reliable forecasting through effective CRM management • Work closely with the Lead Account Executive to prioritise opportunities and execute regional sales strategies • Develop trusted relationships with school leaders, teachers and key decision-makers • Deliver engaging in person and virtual product demonstrations that showcase the value of Education Perfect • Facilitate workshops and collaborative sessions to help schools understand how EP can support their teaching and learning goals • Partner with our Customer Success team to ensure every new school has a smooth onboarding experience and gets the best possible start • Keep up to date with education trends, customer feedback and competitor activity within your region • Share insights with our Product, Content and Revenue teams to help shape future improvements and better support schools • Work closely with Customer Success, Professional Services and other internal teams to deliver an outstanding customer experience from first conversation through to implementation

• Sell and service eyewear products by managing existing accounts and developing new prospects • Exercise a broad knowledge of the organization's services, products, and marketing techniques • Develop a creative sales strategy to contact prospects • Cultivate and develop strong business relationships with customers • Represent the eyewear line of business to the customer base in all sales-oriented activities • Work independently, while leveraging partners and colleagues to exceed quota targets • Apply innovative ideas to solve customers’ business problems • Maintain current working knowledge of existing and new products and services • Identify and communicate future customer requirements and feedback to appropriate divisions • Act as liaison between various departments and customers