• Develop and grow new business by identifying, qualifying, and onboarding new clients • Build strong relationships with dealers, national accounts, and key stakeholders • Understand customer needs and present appropriate solutions • Collaborate with sales, design, and ops teams to meet sales and customer goals. • Manage the sales process from opportunity through contract execution and order fulfillment • Prepare and present pricing, technical recommendations, and supporting documentation • Track orders and maintain accurate records in SAP, providing regular status updates to clients • Support clients throughout the order lifecycle, escalating issues as needed • Conduct sales and technical training for dealers and partners • Support marketing and product documentation, including data sheets and training materials • Participate in trade shows, client reviews, and factory tours • Travel to support dealers and national accounts

• Research and identify new business prospects across multiple industries. • Conduct outreach through phone, email, and LinkedIn to generate interest. • Qualify leads and schedule discovery calls. • Build and maintain a pipeline of prospective clients. • Accurately track activity and outreach in CRM tools.

• Identify, source, and onboard new partners across the Venture Capital and Private Equity landscape • Build strong relationships with partners across their investment and operating teams that drive mutually beneficial partnerships that grow stronger over time • Help define the playbook to scale the program across many possible partners • Develop and manage joint go-to-market strategies with partners to drive mutual value and accelerate customer acquisition, including scalable processes and playbooks for partner enablement, co-marketing, and referral workflows • Work cross-functionally with sales, marketing, product, and customer success to ensure partnership initiatives are aligned and delivering results • Serve as the primary point of contact for key partners, building deep relationships that lead to long-term collaboration and trust • Track and report on partner performance, pipeline influence, and overall impact on business metrics • Experiment with new partnership models, incentives, and outreach strategies to drive growth

• Help families choose life insurance or financial protection • Follow our proven script and sales system • Submit applications online in minutes (Optional) • Grow your own small team for passive income