NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeDes Moines, IARemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Entry-Level Remote Sales Representative – (Full Training Provided) Lifepro RecruitementEntry-Level Remote Sales Representative – (Full Training Provided)Ames, IARemoteLifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals. Whether you’re new to sales or already licensed, we provide step-by-step training, mentorship, and all the tools you need to succeed.
Senior Inside Sales Advisor (Remote/Central Time) A Place for MomSenior Inside Sales Advisor (Remote/Central Time)Des Moines, IowaRemoteTogether, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. This is a high-activity, performance-driven inside sales role focused on re-engaging families, managing a pipeline of opportunities, and converting interest into move-ins.
Senior Inside Sales Consultant (Remote/Central Time) A Place for Mom IncSenior Inside Sales Consultant (Remote/Central Time)Des Moines, IARemoteTogether, we simplify the senior care search with free, personalized support - connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. This is a high-activity, performance-driven inside sales role focused on re-engaging families, managing a pipeline of opportunities, and converting interest into move-ins.
Remote Sales Executive - Telecoms & Networking WebProps.orgRemote Sales Executive - Telecoms & NetworkingDes Moines, IARemote$60,000–$120,000You will be responsible for converting qualified inbound leads, answering incoming sales calls, and advising customers on the best connectivity solutions based on their location and needs. This is a 100% remote, commission-based sales role where you will convert warm inbound leads from customers who already want better internet and networking solutions.
Remote Sales Opportunity The Edelson AgencyRemote Sales OpportunityDes Moines, IARemote$70,000–$90,000This includes daily calls and training as well as having a large support system of fellow agents who are there to support and welcome you. The Edelson Agency is looking for individuals interested in working remotely as sales representatives.
(Remote) Vice President Sales and Marketing Harris Computer Systems(Remote) Vice President Sales and MarketingIARemoteOwn and deliver the annual sales bookings target of $12M, currently comprising approximately 2/3 install base expansion and upgrades and 1/3 new customer acquisition, and prepare Advanced's growth engine for renewed emphasis on new customer acquisition. Oversee the two-person marketing team to develop and execute targeted marketing campaigns, a robust event and tradeshow schedule, sales collateral, and guerrilla marketing programs appropriate to the municipal utility vertical.
NewInside Sales Support Associate (Remote) Keystone Technologies IncInside Sales Support Associate (Remote)Des Moines, IARemoteThe Inside Sales Support Associate position works closely with the Distributor Sales Team to drive sales and maintain crucial relationships with the internal team, external sales representatives, and customers. Cross-reference other manufacturers’ part numbers to Keystone products, ensuring accurate product matching while supporting customers and sales team with equivalent solutions.
Remote Seed Sales Representative Nutrien LtdRemote Seed Sales RepresentativeIARemote$71,700–$114,000 / yearFor more than 150 years we have been helping growers achieve the highest yields with the most sustainable solutions possible, offering a wide selection of products including our proprietary brands Loveland Products Inc., Proven® Seed, and Dyna-Gro® Seed, as well as financial custom application and precision ag services. While we provide this range as general guidance, several factors are taken into consideration when making compensation decisions, including but not limited to candidate skill set, experience, training, licensure, and certifications, work location, and other business and organizational needs.
NewRemote Sales Representative - Entry Level - Part-Time or Full-Time The Busick AgencyRemote Sales Representative - Entry Level - Part-Time or Full-TimeDes Moines, IARemoteThe Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities, and debt-free living. Qualifications: Ability to obtain life/health insurance license in your respective state (license not required for interview).
Insurance Sales Representative - Remote Unlock Potential 360Insurance Sales Representative - RemoteAmes, IARemoteThis is a client-facing role focused on helping customers understand, and select appropriate financial protection solutions for their family and assets. We are an independent insurance agency seekingInsurance Sales Representative(Remote) to work with individuals and families who have requested information about coverage options.
Remote Insurance Agent Sales (July - December 2026) Integrity Marketing Group, LLCRemote Insurance Agent Sales (July - December 2026)IARemoteResponsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.
Bilingual Remote Insurance Agent Sales (July - December 2026) Integrity Marketing Group, LLCBilingual Remote Insurance Agent Sales (July - December 2026)IARemoteResponsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients. Throughout their growth, their 5,000 agents have remained focused on helping over 82,000 Americans protect their most valuable assets: health, wealth and wellbeing.
Sales Manager - SMB Outbound Sales (Remote) Yelp IncSales Manager - SMB Outbound Sales (Remote)Des Moines, IARemote$63,000–$78,000 / yearWe're looking for a results-oriented Outbound Sales Manager to lead a team of Inside Sales Representatives focused on selling Yelp's advertising solutions to small local businesses across the U.S. This is a hands-on leadership role where you'll support, develop, and inspire your team to exceed sales goals through high-volume outbound cold calling and consultative selling. With over 138 million unique monthly visitors and a highly engaged user base, Yelp offers an unmatched platform for local businesses to reach new customers.
Sales Executive (Remote Eligible) AureonSales Executive (Remote Eligible)West Des Moines, IowaRemoteDevelop and deliver sales presentations and quotes to clients, with a focus on meeting the clients’ needs and helping them grow their business. Maintain excellent working knowledge of contact center industry products and services, as well as targeted industries to promote growth and profitability of the organization.
Licensed Insurance Sales Representative (Remote / Home-Based) Allstate Insurance CompanyLicensed Insurance Sales Representative (Remote / Home-Based)Des Moines, IARemote$52,730–$76,480 / hourDS01 Skills Customer Centricity, Customer Insights, Customer Sales, Digital Literacy, Inclusive Leadership, Learning Agility, Results-Oriented, Sales, Sales Operations, Strategic Selling Compensation Target Total Compensation: $52,730-$76,480/year (Base Pay + Uncapped Performance-Based Incentives). Compensation & Benefits Base Pay: $18/hour Average Total Compensation: $52,730-$76,480/year (base + uncapped performance-based incentives) Incentives are productivity-based and governed by the applicable bonus plan, which is subject to change at Allstate's discretion.
Account Executive / Inside Sales (US Remote) Corebridge Financial IncAccount Executive / Inside Sales (US Remote)IARemote$62,000–$112,000 / yearMinimum of 2 years of sales experience with a proven track record Experience with inbound and/or outbound sales calls, preferably in a call center Excellent verbal and written communication skills Proficiency in a Windows environment with keen attention to detail Ability to acquire a resident US state Life and Health license & reside in state (company-paid training). We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Remote Inside Sales Representative Liberty Mutual Holding Company IncRemote Inside Sales RepresentativeDes Moines, IARemote$55,000–$75,000 / yearAs an Inbound Sales Representative you will be handling inbound calls and warm leads, consulting with potential and existing policyholders on their insurance needs and matching the correct coverages, products, and benefits to convert sales leads into policyholders. You must be able to maintain department work at home (W@H) requirements which include a professional workspace/room with a dedicated desk and wired (cable, fiber of DSL service) high-speed internet connection with a minimum 100 MBps download speed and 20 MBps upload speed.
Sales Specialist - Pet Health - Remote Tribe WellnessSales Specialist - Pet Health - RemoteDes Moines, IowaRemoteTribe Sales Training: We have a battle-tested training and tool kit we provide for all our sales consultants, including sales training through our learning platform, Rippling, Salesforce, Vonage, Google Workspace, and Slack, ensuring you're primed for success the second you hit the phones. You'll need a stable internet connection capable of supporting seamless voice and video communications, and data transfer, with an Octane Speed of 20,000 or greater (https://chromium.github.io/octane/).
Remote Job - Sales/Data Entry Agent Work From Home JobconversionRemote Job - Sales/Data Entry Agent Work From HomeDes Moines, IowaRemoteThe Sales Rep position welcomes both experienced Sales Reps as well as Entry Level Sales Reps. Job Conversion, LLC is looking for both experienced and entry level sales reps who are also good at data entry.
HED Regional Manager Solution Sales, MI/IL/IN/MN/IO (Remote) Cengage Learning IncHED Regional Manager Solution Sales, MI/IL/IN/MN/IO (Remote)IARemote$88,600–$115,200 / yearThe Regional Manager of Solutions Specialists, BHT leads a team of approximately 10 discipline aligned, new business sellers responsible for driving digital adoption, capturing competitive takeaways, and growing market share at the course and department level. Cengage, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready.
Remote Outbound Sales Specialist CLEAResult Consulting, Inc.Remote Outbound Sales SpecialistIARemoteDrive success in a high-volume, outbound sales environment using a fast-paced dialer to speak to utility customers and encourage them to enroll in energy saving programs where they can save money on their bill. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g.
Regional Sales Manager - SLED Hunter (Remote, Midwest) CrowdStrike IncRegional Sales Manager - SLED Hunter (Remote, Midwest)IARemote$105,000–$163,000 / yearCollaborate with operative peers across functions (including the Field Sales, Channel, Marketing, Sales Operations, System Engineering, Services, Customer Support, and Product Development) to create visibility with target accounts and drive engagement of target prospects at both the individual contributor and executive level. About the Role: CrowdStrike is looking for highly motivated, self-driven, and experienced Enterprise sales executive dedicated to making a difference in global security by protecting the Midwest region against the most advanced attackers in the world.
NewEntry Level Sales(80k - 150k) - (In House Leads, Fully Remote) SIL Advisor LLCEntry Level Sales(80k - 150k) - (In House Leads, Fully Remote)Des Moines, IARemote$5,000–$8,000Our team of experienced advisors are dedicated to helping businesses and individuals navigate their financial challenges and achieve sustainable growth. At SIL Advisor LLC, we specialize in providing comprehensive financial consulting services.
Outside Sales Representative- Space/ Aerospace Industry Marmon Holdings IncOutside Sales Representative- Space/ Aerospace IndustryIARemoteWith over 75 years of industry expertise and a legacy dating back to 1941, TE Wire has become synonymous with excellence and reliability in the wire and cable industry, offering industry-leading products and exceptional customer service. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
Outside Sales Representative Swift Public AdjustersOutside Sales RepresentativeDes Moines, IowaRemoteThe ideal candidate brings proven sales experience, exceptional multitasking abilities, and systematic follow-up skills — and excels at negotiation and building lasting client relationships. Swift Public Adjusters is seeking an Outside Sales Representative to sell our services to current and prospective clients in the Des Moines, IA market.
Outside Sales Trainee - Central The Reynolds and Reynolds CompanyOutside Sales Trainee - CentralDes Moines, IARemoteOur products and services are specifically targeted to the automotive industry and include high-end software solutions, marketing services, printed business forms and promotional products. Reynolds and Reynolds is seeking motivated and hard-working Entry Level Outside Sales Trainees to join our growing team.
Sales Manager - Virtual InsuraTecSales Manager - VirtualDes Moines, IARemote$90,000–$150,000 / yearKeywords: Remote Sales Manager, Work From Home, Virtual Team Leader, Sales Leadership, Insurance Sales Manager, Commission Sales, Team Development, Telesales, Licensed or Unlicensed, Remote Jobs, Financial Services, CRM Sales Management. Whether you’re already managing people or just stepping into leadership, we provide everything you need: a 100% scripted sales process, inbound leads, and a 33% close ratio from set appointments.
Virtual Sales Executive InsuraTecVirtual Sales ExecutiveDes Moines, IARemoteIf you’re ready to take charge of your future and start a meaningful remote sales career, apply now to join InsuraTec Services Group as a Virtual Sales Executive . At InsuraTec Services Group, we specialize in providing top-tier life insurance and financial protection solutions to families across the country.
Sales Representative — Educators Welcome The Impact Insurance AgencySales Representative — Educators WelcomeClive, IowaRemoteEducators often thrive here because the role feels familiar in a different setting: presenting ideas clearly, guiding conversations, and building trust through consistency. As a Sales Representative, you'll manage relationships with business clients while leading structured conversations around benefit solutions.
Sales Specialist - MyVetStoreOnline Midwest Veterinary Supply IncSales Specialist - MyVetStoreOnlineIARemoteWork in conjunction with the MVS Outside Sales Representative and Inside Sales Representative, and the MyVetStoreOnline Accounts team to set and review sales goals for each practice. During clinic visits use consultative selling techniques to present the practice with the MyVetStoreOnline platform and toolset.
Account Manager II- Desk Based Sales Lumen Technologies IncAccount Manager II- Desk Based SalesWORKS FROM HOME, IARemote$50,606–$67,473 / yearAs a desk-based position, with limited field engagement, this role will target mostly new logo acquisition and development through well-supported sales and prospecting motions, as well as assist in development of peers and newer team members when required. This advanced role is responsible for producing new sales and growing brand awareness within a defined territory by selling the Lumen portfolio of products, services and solutions.
Sales Representative & Field Trainer — Educators Welcome The Impact Insurance AgencySales Representative & Field Trainer — Educators WelcomeGrimes, IowaRemoteMany of our representatives come from teaching, coaching, or education-focused roles and are looking for a professional path where they can continue guiding, supporting, and inspiring people while building a sustainable career. If you naturally encourage others, build trust effortlessly, and thrive when helping people succeed, this leadership-focused role lets you mentor, coach, and make a lasting difference every day.
Regional Sales Manager - Des Moines, IA ZOLL MedicalRegional Sales Manager - Des Moines, IADes Moines, IowaRemoteZOLL Itamar is an innovative medical device technology company that focuses on the development and manufacturing of Home Sleep Apnea Tests to aid in the diagnosis of respiratory sleep disorders. The primary function of this role is to provide exceptional sales of the company products in a specified region/geographical area and to provide ongoing support to the product distribution channel.
Regional Sales Manager Ingersoll Rand IncRegional Sales ManagerIARemote$160,000–$165,000 / yearCustomers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more.
Regional Sales Manager - Des Moines, IA Zoll Data Systems, Inc.Regional Sales Manager - Des Moines, IADes Moines, IARemoteZOLL Itamar is an innovative medical device technology company that focuses on the development and manufacturing of Home Sleep Apnea Tests to aid in the diagnosis of respiratory sleep disorders. The primary function of this role is to provide exceptional sales of the company products in a specified region/geographical area and to provide ongoing support to the product distribution channel.
Senior Government Sales Representative - ACM Medtronic PlcSenior Government Sales Representative - ACMIARemoteThis individual is accountable for selling and growing the strategic components of the ACM portfolio - spanning Acute Care & Patient Monitoring device sales and Digital Health Home solutions- across VA Medical Centers (VAMCs), DoD Military Treatment Facilities (MTFs), and Indian Health Service accounts within their region. The following benefits and additional compensation are available to those regular employees who work 20+ hours per week: Health, Dental and vision insurance, Health Savings Account, Healthcare Flexible Spending Account, Life insurance, Long-term disability leave, Dependent daycare spending account, Tuition assistance/reimbursement, and Simple Steps (global well-being program).
Life Insurance Agent - Remote InsuraTecLife Insurance Agent - RemoteAnkeny, IARemoteIf you’re passionate about helping families secure their financial future and want the flexibility of a remote career with uncapped earning potential, we’d love to hear from you. InsuraTec Services Group is seeking motivated individuals to join our growing team as Life Insurance Agents.
NewDistrict Sales Manager (MN, IA, NE) ProAg ManagementDistrict Sales Manager (MN, IA, NE)IowaRemoteWith the strength and stability that comes from being a member of the Tokio Marine Group, and more than fifty years of growth, profitability, and stability, we offer important insurance products that most people don’t even know exist. Knowledge of industry changes, legal updates, and technical developments related to applicable area of the Company’s business to proactively respond to changing business environment.
Inside Sales Representative J. J. Keller & Associates IncInside Sales RepresentativeDes Moines, IARemote$55,000–$70,000 / yearWe provide SaaS safety management tools, transportation technology, publications, supplies, training resources, consulting, and outsourced managed services that help businesses protect people and stay compliant. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.
TeleSales Representative -Remote InsuraTecTeleSales Representative -RemoteAnkeny, IARemoteAs a TeleSales Representative, you’ll play an important role in helping clients secure their financial future through personalized life insurance solutions. If you’re excited about sales, motivated by success, and passionate about helping clients protect their financial future, we’d love to hear from you.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteIARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
District Sales Manager HCC Life Insurance CompanyDistrict Sales ManagerIARemoteWith the strength and stability that comes from being a member of the Tokio Marine Group, and more than fifty years of growth, profitability, and stability, we offer important insurance products that most people don't even know exist. Knowledge of industry changes, legal updates, and technical developments related to applicable area of the Company's business to proactively respond to changing business environment.
(Remote) Sr Account Executive Harris Computer Systems(Remote) Sr Account ExecutiveDes Moines, IARemoteSalary: 110K + Commission OTE: Up to 220K including base salary What your impact will be: Identify and pursue net-new municipal utility opportunities within a defined territory Build and maintain a qualified pipeline aligned to company growth targets Lead sales cycles from initial engagement through RFP, evaluation, and contract execution Develop and maintain accurate forecasts for bookings and pipeline progression Maintain accurate and timely CRM (Salesforce) updates across all opportunities, including pipeline stage, stakeholder context, and next steps to ensure forecast accuracy and visibility Establish and grow relationships with key stakeholders within target accounts Partner with Technical Sales Engineers to deliver tailored demonstrations and technical validation Collaborate with Product, Professional Services, and leadership to position solutions effectively Represent the company at industry events, conferences, and customer meetings Build and maintain strong relationships with strategic third-party partners Participate in relevant internal and external meetings and functions What we are looking for: 7+ years of experience in enterprise software sales, with a focus on net-new business development Demonstrated success managing full-cycle, complex sales processes Experience leading customer presentations and executive-level discussions Experience working with multi-stakeholder buying committees Strong communication, interpersonal, and presentation skills Experience using CRM systems (Salesforce preferred) Bachelor's degree or equivalent experience What would make you stand out: Experience selling to municipal utilities, public sector, or regulated industries Familiarity with CIS, billing, AMI, or customer service platforms Experience with RFP-driven sales environments Experience selling complex, configurable enterprise software solutions Competencies Strong business and sales acumen Effective communication and presentation skills Ability to deliver clear, compelling presentations to technical and non-technical audiences Relationship-building and stakeholder management Negotiation and closing discipline Organizational and planning skills Persistence and resilience in long-cycle sales environments How Success Is Measured Achievement of bookings and revenue targets Growth of qualified net-new pipeline Forecast accuracy and pipeline visibility Advancement of opportunities through RFP and evaluation stages Strength of relationships within target accounts Quality and consistency of CRM documentation Work Environment This role operates in a remote work environment with regular interaction with internal teams and customers. As a wholly owned subsidiary of Constellation Software Inc. ("CSI", symbol CSU on the TSX), Harris has become the cornerstone for CSI's investment in utility, local government, school districts, public safety, and healthcare software verticals.
National Sales Manager Illinois Tool Works IncNational Sales ManagerIARemote$130,000–$150,000 / yearJob Requirements: • Bachelor degree required; MBA preferred • 5+ years of retail sales/marketing experience, including experience leading high-performing teams • Proven ability to influence customers • Ability to analyze sales data and determine appropriate actions to improve account position • Must be able to manage multiple priorities with highly effective follow through skills • Strong communication skills; both written and verbal • Strong interpersonal skills, including the ability to build and leverage connections for business success • Strong presentation skills; small informal groups as well as large groups • Must be able to lift 25 pounds • Must be able to drive a motor vehicle and maintain a clean driving record • Ability to travel up to 50%. Our products are positioned as market leaders and category leading brands encompassing wood to wood fastening systems (Paslode®), structural wood fasteners (GRK Fasteners), concrete anchoring systems (Tapcon®, Red Head®, Ramset®), underlayment screws (Rock-On®, Backer-On®), self-drilling screws (Teks®) and drywall anchoring systems (E-Z Ancor®).
Pharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)IARemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
NewMedicare Sales Associate (seasonal-temporary) Wisconsin Physicians Service Insurance CorpMedicare Sales Associate (seasonal-temporary)Des Moines, IARemoteWe are open to remote work (from home) in the following approved states: Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Nebraska, New Jersey, North Carolina, Ohio, South Carolina, Texas, Virginia, Wisconsin. We recognize the benefits of employee engagement as an investment in our workforce-both current and future-to effectively seek, leverage, and include differing and unique perspectives that fuel agility and innovation on high-performing teams.
Sales Systems Engineer Veeam Software Group GmbHSales Systems EngineerDes Moines, IARemote$173,100–$288,500 / yearAs a Commercial Pre-Sales Systems Engineer at Veeam, you will act as a trusted technical and strategic advisor to commercial and public sector customers as they make critical technology decisions, working with stakeholders from C-level leaders and senior IT management to architects, engineers, and practitioners to design resilient, secure, future-ready data platforms that deliver measurable business outcomes-improving business continuity, cyber recovery readiness, regulatory compliance, and long-term digital transformation so organizations can recover faster, operate with confidence, and safely leverage their data across cloud and platform ecosystems even in challenging conditions. 5-7 years in pre-sales SE, solutions architecture, or similar technical leadership roles supporting mid-market and large enterprise customers.
(Remote) Field Marketing Manager - North America Harris Computer Systems(Remote) Field Marketing Manager - North AmericaIARemotep>i2 Group, a division of Harris; is seeking a Field & Demand Marketing Manager who is responsible for supporting the development and execution of regional marketing programs that drive engagement, generate qualified pipeline, and support regional growth objectives. As a wholly owned subsidiary of Constellation Software Inc. ("CSI", symbol CSU on the TSX), Harris has become the cornerstone for CSI's investment in utility, local government, school districts, public safety, and healthcare software verticals.
Retirement Sales Strategist Principal Financial GroupRetirement Sales StrategistDes Moines, IowaRemote$55,800–$100,800 / yearFull timeWhat You'll Do: Principal is looking for a Retirement Sales Strategist to be responsible for retirement plan finalist presentation strategy/consulting for prospective clients and advisors, in partnership with sales and service team members. Partner with sales reps on site visits (DSM & CLT), including, but not limited to coordination of presenters, content creation, prep of team, and facilitating the site visit in-person.