• Prepare strategic advice briefs before client meetings. • Review client information, previous advice documents, and CRM records. • Develop financial strategy recommendations with the adviser. • Prepare detailed paraplanning briefs for external paraplanners. • Draft simple Records of Advice (ROAs) where appropriate. • Review Statements of Advice (SOAs) and ROAs for quality, accuracy, and compliance. • Monitor the progress of advice documents from preparation through implementation. • Review implementation paperwork before submission. • Update and maintain client records in Xplan. • Liaise with advisers, paraplanners, product providers, and clients as required. • Support continuous process improvements, including the use of AI tools and automation. • Mentor junior team members as the business grows.

• Be a resource to the surgical team by providing guidance, insight, and training on the use of the da Vinci® Surgical System. • Lead all technical in-services for customers to include OR staff, surgeons, etc. • Contribute to Clinical Sales Manager team quarterly sales goals by helping influence behavior change in customers such as product demonstrations/in-services, OR selling activities, and customer support trainings. • Support and or coordinate regional sales and marketing development events that create system awareness and procedure adoption through product demonstrations/in-services and selling activities. • Responsibly manage administrative tasks: reporting of sales/procedures, outcomes of sales activities, submission of expense reports, and assigned ISU on-line modules using company required software systems. • Act as a Medical Device Consultant, after appropriate training, as per legal requirement and provide guidance, insight, and support in the proper handling of Intuitive medical devices.

• Work closely with the Clinical Sales Manager to gain knowledge in technical, clinical, and sales aspects • Train to be a da Vinci® Surgery technical and sales expert • Focus on the technical and clinical aspects during the first year • Progress to focus on the sales aspect during the second year • Maximize utilization of installed da Vinci® Surgical Systems • Lead product demonstrations/in-services and sales activities • Support regional sales and marketing development events • Manage administrative tasks: reporting, expense reports, and module submissions.

• Work closely with the Clinical Sales Manager to gain knowledge in all aspects of business • Train to be a da Vinci® Surgery technical and sales expert across all primary surgical specialties • Focus on technical and clinical aspects during the first year and sales aspects in the second year • Support a specific region by maximizing utilization of installed da Vinci® Surgical Systems • Lead product demonstrations/in-services and sales activities • Provide guidance, insight, and training on the use of da Vinci® Surgical System • Contribute to team quarterly sales goals • Support and/or coordinate regional sales and marketing development events • Manage administrative tasks related to sales activities