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Regional Sales Consultant


in Remote / Louisville KY

Logo for Definiti

Definiti is a premier provider of customizable, unbundled solutions across the full spectrum of retirement plan design, implementation, administration and actuarial services.

Purpose of position

The Regional Sales Consultant is responsible for the distribution of retirement services – including traditional DC/DB TPA services, 3(16) services, pension outsourcing, and full-scope retirement consulting – 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 Regional Sales Consultant works within an assigned territory to meet company objectives as a market leader.  The ideal candidate for this opportunity will be domiciled in the assigned territory.

Primary Duties and Responsibilities

  • Develop a relationship network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement service-focused professionals.
  • Foster plan sponsor relationships through direct meetings with key contacts and partners.
  • Manage travel, entertainment, and distribution partnership budgets where necessary.
  • Manage a territory of targeted relationships.
  • Maintain appropriate data to analyze challenges, success, and opportunities.
  • Partner with leadership to create and implement strategies for accelerated growth.
  • Align resources across the organization to achieve top-line revenue and profit objectives.
  • Help establish go-to-market strategy and on-going narrative across multiple opportunity fronts in tandem with Marketing colleagues.
  • Contribute to the development and tracking of pipeline opportunities.
  • Maintain a strong knowledge of key competitors with the ability to highlight Definiti’s unique advantages.
  • Represent Definiti at industry, advisor / consultant, and thought leadership conferences to promote Definiti’s proficiency in all aspects of retirement services.
  • Attend to continuing education and professional development in order retain individual and Definiti’s status as an industry expert and leader.
  • Definiti’s Four Pillars serve as motivation for the organization to achieve its potential, as associates work WITH and FOR each other. Customer Delight, Enhanced Employee Experience, Operational Excellence, and Sustained Business Value challenge Definiti to grow as a firm valued by clients and partners alike, where bright and capable specialists thrive.
  • Assist with other tasks and projects as assigned.

Competencies Required

  • 5 years of relevant experience in the retirement plan industry with proven success in the distribution of recordkeeping and administrative services.
  • Exceptional communication and interpersonal skills including presenting publicly.
  • Demonstrated experience in the development of strategic business plans in support of sales growth.
  • Domain expertise in the retirement services market, understanding of platforms/solutions/distribution & service models, key competitors, and centers of influence.
  • Superior time management skills.
  • Strong collaboration skills; the ability to work in a team environment and demonstrate joint accountability for organizational success with peers.
  • Ability to operate effectively in a fast-paced, demanding environment.

Education and Qualifications

  • Bachelor’s degree required.
  • Retirement-specific credentials preferred.
  • Travel required.

How to Apply

Apply Now

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