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Internal Sales Consultant

Definiti LLC

in Remote

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

The Internal Sales Consultant is responsible for supporting the distribution and marketing of retirement services – including traditional DC/DB administrative services, 3(16) fiduciary services, pension outsourcing, and full-scope retirement consulting – in partnership with the organization’s external sales team. This will occur across all plan size markets in partnership with all channels of financial intermediaries including banks, wire house broker-dealers, regional broker-dealers, registered investment advisors, consultants, Certified Public Accountants, law firms, employee benefit firms, etc.  The Internal Sales Consultant works within an assigned territory to meet company objectives as a market leader.  This is a remote position and may be domiciled anywhere in the continental U.S.

Primary Duties and Responsibilities

• Deliver high quality, responsive service to all inbound requests for information and sales support
• Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping)
• Determine custom pricing required to meet minimum annual required revenue (ARR)
• Maintain custom pricing worksheet
• Prepare and deliver new client service agreements
• Lead advisors and prospective clients through completion of required documentation
• Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order
• Management of prospect illustration process to ensure delivery deadlines are met
• Prepare monthly statistical reporting for team and management review (sales activity, wins by type, ARR, etc.)
• Assist with monthly commission calculations and reporting
• Maintain key data points in client database management system
• Ensure smooth transition from sales to implementation
• As needed, communicate with advisors to understand needs and offer solutions
• As needed, communicate with recordkeeping partner wholesalers and internals
• Assist/participate in point of sale meetings with prospects, advisors and/or wholesalers
• Conduct outbound calls to follow-up on proposals
• Be a resource for and respond to inquires regarding industry trends, plan design and IRS/DOL regulations
• Effectively communicate Definiti’s value proposition, products, processes and fees to prospects and referral sources

Education and Qualifications

• Bachelor’s Degree in Accounting, Finance, Computer Science or related field
• QKA or equivalent designation or willingness to attain
• Minimum 2 years of relevant experience in the retirement plan/financial services industry with proven success in the distribution of administrative, compliance, and recordkeeping services
• Ability to grow expertise in the retirement services market, understanding of platforms/solutions/distribution & service models, key competitors, and centers of influence
• Demonstrated experience in the development of strategic business plans in support of sales growth
• Experience working with financial advisors, recordkeeping wholesalers and CPAs
• Occasional travel required

How to Apply

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