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 Regional Sales Director is responsible for wholesaling retirement plan services in the assigned territory, developing financial advisor relationships, and achieving sales goals.
Responsibilities
- Wholesale Definiti retirement solutions in assigned region
- Develop new financial advisor relationships that will generate proposals and sales in assigned region
- Obtain sales goal in assigned territory by prospecting new clients
- Maintain a 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
Skills
- High School Diploma or GED required
- Five years of proven sales experience with minimum two to three years in the retirement or financial services space
- Ability to manage a region with established advisor connections in that region
- Exceptional communication, interpersonal, and time management skills
- Territory Management: Strategically plan and prioritize accounts, allocate time effectively, and ensure consistent coverage across the territory
- Pipeline Building: Generate leads through prospecting, networking, and leveraging marketing support to create a strong and sustainable sales funnel
- Relationship Building: Develop intermediary relationships, such as Financial Advisors, Benefit Brokers, CPAs, etc
- Travel required within territory; approximately 50% or as needed
- 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
- 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
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
- Bachelor's degree preferred
- Solid working knowledge of retirement plan services 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