Note: The job is a remote job and is open to candidates in USA. Definiti LLC is a national retirement services company that helps clients manage and administer their retirement plans. The Internal Sales Wholesaler supports sales and revenue goals by developing intermediary relationships, conducting outbound sales campaigns, preparing proposals and pricing, and facilitating the transition of new business into implementation.
Responsibilities
- Create and implement outbound call campaigns to drive awareness in assigned regions
- Identify and develop new financial advisor relationships in assigned territory through marketing campaigns and outbound calls
- Participate in point-of-sale meetings with prospects, advisors, and/or wholesalers
- Effectively communicate Definiti’s value proposition, products, processes and fees to prospects and referral sources
- Deliver high quality, responsive service to all inbound requests for retirement plan product 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, Solo(k) plans)
- Determine custom pricing required to meet minimum annual required revenue (ARR)
- Lead advisors and prospective clients through completion of required sales documentation
- Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order
- Follow up with assigned Sales Consultants to ensure smooth transition of new business paperwork
- Management of prospect illustration process to ensure delivery deadlines are met
- Maintain key data points in client database CRM system
- Ensure smooth transition from sales to implementation
Skills
- Strong knowledge of retirement plan services and ERISA
- Ability to communicate clearly and concisely and be able to adapt to different audiences
- Strong written and communication skills
- Proficiency with Microsoft Office applications including Excel and PowerPoint
- Must be detailed oriented and possess strong organizational skills
- Time management focus, with attention to deadlines and timelines
- A track record of consistently meeting and/or exceeding performance expectations
- High School diploma or GED required
- Minimum 2 years of defined contribution / industry experience
- Outbound business development experience required
- Broad knowledge of retirement plan services including plan administration and sales
- Experience working with financial advisors, recordkeeping wholesalers and CPAs
- Current QKS or QKA or ability to obtain at least one designation with 12 months of hire
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
- Designate a quiet, and well-lit space free of as many distractions as possible
- Be online and available to work during designated business hours in local time zone
- Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
- Bachelor's degree preferred
- Familiarity with Microsoft Teams is a plus
Benefits
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. Time off doesn’t accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- 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
Company Overview