• Portfolio Ownership: Manage and grow a portfolio of roughly 15 strategic clients ranging from fintechs to enterprise organizations. • Strategic Partnership: Serve as a trusted advisor by leading Executive Business Reviews and proactively recommending solutions that anticipate client needs. • Commercial Growth: Drive the commercial success of your portfolio by owning customer retention, expansion strategies, and overall revenue growth. • Subject Matter Expertise: Develop deep industry knowledge in areas like fintech lending, consumer engagement, and AI-enabled workflows to challenge assumptions and introduce new ideas. • Executive Relationship Management: Build trusted relationships across multiple levels of client organizations to confidently facilitate executive conversations and influence strategic direction. • Cross-Functional Leadership: Act as the voice of the customer internally, partnering with Product, Engineering, and Sales to remove roadblocks and drive continuous platform improvement. • Success Planning: Monitor portfolio health through quantitative and qualitative metrics, building annual account plans to mitigate risks early.

Role Description In this role, you'll connect with individuals who have already expressed an interest in creating positive change in their personal and professional lives. Through introductory phone or Zoom conversations, you'll guide individuals through a proven process, introduce educational programs and live events, and help them determine whether this path aligns with their personal and professional goals. You'll receive comprehensive training, proven systems, and ongoing mentorship, allowing you to continue strengthening your communication, leadership, and relationship-building skills while building a flexible business around your lifestyle. Success in this role comes from building genuine relationships, communicating with integrity, and consistently following a structured system. What You'll Do - Connect with individuals who have expressed an interest in creating positive change in their personal and professional lives - Conduct introductory phone and Zoom conversations - Introduce educational programs, online learning, and transformational live events - Guide individuals through a structured process, helping them determine whether this path aligns with their personal and professional goals - Build authentic relationships through ongoing communication and follow-up - Maintain organized communication using proven systems and digital tools - Utilize AI-supported technology to improve efficiency and productivity - Participate in weekly mentorship, leadership development, and professional training - Manage your own schedule and daily activity within a flexible remote environment Qualifications - Experience in education, healthcare, administration, customer service, leadership, banking, project coordination, sales, relationship management, or other people-focused professions is highly valued. - Enjoys meaningful conversations and building genuine connections - Naturally earns trust through authentic communication - Takes initiative and follows through on commitments - Is comfortable working independently while following a proven system - Is open to ongoing personal and professional development - Wants greater flexibility while continuing to grow professionally - Is looking for a long-term performance-based career path What This Role Offers - A flexible remote structure designed around your lifestyle - A performance-based career path where your results influence your earning potential - Comprehensive onboarding, training, and ongoing mentorship - Continuous leadership and personal development - Education on AI-supported technology and digital business systems - A supportive community focused on growth, collaboration, and continuous learning - The opportunity to strengthen your leadership, communication, and relationship-building skills Compensation This is a performance-based contract opportunity. Compensation is based on individual results, consistency, effort, and level of engagement. The posted compensation range reflects what individuals actively engaged in this role may achieve over time.

• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

• Build and maintain strong client relationships, offering comprehensive support to the client, with no initially assigned clients, while serving as a key point of contact. • Understand client needs and offer tailored solutions. • Collaborate internally to develop strategies for increased engagement. • Communicate with clients regularly through various channels, including meetings and reports. • Act as the client’s advocate, ensuring their needs are met and issues are resolved proactively. • Occasionally, present “pitch” deck presentations to potential clients. • Assist Client Development with prospective client presentations and communications. • Forecast intervention needs by utilizing data and reporting. • Complete administrative work by onboarding clients into customer relationship management system (CRM), building out client profiles and ensuring data in the CRM system is accurate and complete. • Contribute to a positive, supportive, and collaborative team environment. • Perform other duties as assigned to support client satisfaction and business growth.