Overview This position is responsible for providing sales leadership within the Retirement & Wealth business line, aligning with the overarching sales leadership framework of MMA at both regional and national levels. A comprehensive understanding of the operational dynamics within this context is essential for achieving success. Performance will be evaluated based on the overall sales growth and progress of the Retirement & Wealth business line, both regionally and nationally. Responsibilities for the Northeast Region Recruit and actively participate (as needed) in producer interviews and hiring process Meet with investment hires (emerging producers) to see how they are progressing Work with newly established producers through their validation and continue their support as needed to build their book to the “$1 million” and “$2 million” levels Work with sales managers to improve results of under-performers Lead monthly sales meetings to promote and share best practices with all producers One meeting broadly for all Retirement & Wealth producers One additional meeting for unvalidated producers

Deliver sales results, through Accountability meetings, in key areas such as, but not limited to: Pipeline/activity, New business, Velocity, Retention, Cross-sell and referrals, Self-generated business Establish annual sales goals for the Retirement & Wealth producers. Collaborate with regional Business Insurance (BI) and Employee Health & Benefit (EH&B) leaders to develop and rollout cross sell programs within the Northeast region. Assist producers with specific new business opportunities (as needed) Conduct Cross-Sell Pipeline meetings with other Sales Leaders. Conduct Cross-Sell Opportunities with Business Leader Responsible for all offerings related to sales training for all producers within the organization: Accelerate Sales Transformation Process Integration COI Development Use of Salesforce Presentation and Closing Skills Learning Paths – updating and accountability Sales Intern Program New Producer Mentoring Program

Responsible for ensuring Retirement & Wealth producers have proper training understanding of industry products and platforms, including the following: Provider platform requirements and availability (i.e. NAV, Group Annuity Contracts, etc.) Investment products (i.e. Mutual Fund, CIT, general