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Regional Sales Consultant

Definiti

in Remote

Logo for Definiti

Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications. 

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. 

Position Description

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.

This is a relationship-driven sales position that focuses on developing a network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement -focused professionals. While managing the assigned territory of targeted relationships, Definiti’s RSCs develop and manage their region’s pipeline, maintain an awareness of industry-specific trends and data to analyze challenges, success and opportunities, while also managing their budget. Demonstrated experience in the development of strategic business plans in support of sales growth are strong attributes we are seeking.

The right candidate will become a Definiti advocate, representing the Company and its services at conferences and in business development opportunities. Utilization of CRM platforms, and fostering centers of influence are necessary for success in this role. 

Requirements

  • Bachelor's Degree
  • At least 5 years of relevant experience in the retirement plan industry with proven success in the distribution of retirement-focused administrative and recordkeeping services
  • 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
  • Exceptional time management, collaboration in a team environment
  • Some overnight travel required
  • Retirement-specific credentials preferred

Available territories include: Rocky Mountain, Southwest, Plains, Carolinas, Mid-Atlantic, Northern California, New York Metro, New England 

Remote Working Requirements

As a remote-first company, we have compiled expectations for a successful remote work environment:

  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
  • Be online and available during designated business hours in local time zone
  • Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
  • Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Benefits

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

  • A virtual-first work philosophy
  • 401(k) with up to 4% match
  • Generous paid time off starting with four weeks, in addition to 8 paid holidays and 2 paid floating holidays
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

How to Apply

Apply Now


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