Job Type
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials 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.
****Hiring for 3 territories and must live in assigned territory****
Ohio, Kentucky, Indiana territory (must reside in Ohio, Kentucky or Indiana)
Texas, Louisiana, New Mexico territory (must reside in Texas, Louisiana, New Mexico)
Southern California, Arizona, Nevada territory (must reside in Southern California (Los Angeles, Orange County, San Diego, etc), Arizona, Nevada)
PURPOSE OF POSITION
The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory. Create new financial advisor relationships that will ultimately sell Definiti retirement solutions - including traditional Defined Contribution/Defined Benefit administration TPA services (including Cash Balance as well as Actuarial), 3(16) services, pension outsourcing, and full-scope retirement consulting. These solutions will be sold through all financial intermediaries that reside in assigned territory - across all plan size markets. The ideal candidate for this opportunity will be domiciled in the assigned territory.
PRIMARY DUTIES AND 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 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.
COMPETENCIES REQUIRED
- Exceptional communication and interpersonal skills.
- Excellent public speaking skills.
- Superior time management skills.
- Demonstrate sound judgment when making decisions, and operate with discretion and integrity
- High School Diploma or GED required.
- Bachelor's degree preferred.
- 5+ years of TPA or recordkeeping wholesaling experience with a proven track of selling retirement services solutions
- Working knowledge of the retirement services including platforms/ distribution & service models, key competitors, and centers of influence.
- Strong knowledge of retirement plan services and recordkeeping
- Demonstrated experience in the development of financial advisor relationships.
- Retirement-specific credentials preferred including Current QKA, CPFA, CPFC, CLU, ChFC designation(s) or ability to obtain at least one designation within 12 months of hire.
- Solid working knowledge of retirement plan services, sales operations and implementation.
- 50-75% travel required in assigned region.
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
- 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. Familiarity with Microsoft Teams is a plus
- Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
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 9 paid holidays and 2 paid floating holidays
• 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