Definiti LLC · 2 months ago
Regional Sales Director - IL/WI/Michigan
United States
Full-time
Remote
Mid, Senior Level
5+ years expDefiniti LLC is a national retirement services company dedicated to helping clients manage and administer their retirement plans. The Regional Sales Director will be responsible for wholesaling retirement plan services in the assigned territory, developing new financial advisor relationships, and achieving sales goals.
ConsultingFinancial ServicesRetirement
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
Qualification
Required
Must reside in Illinois, Michigan or Wisconsin
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
High School Diploma or GED required
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
Preferred
Bachelor's degree preferred
Solid working knowledge of retirement plan services preferred
Benefits
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
12 company-recognized holidays, as well as personal observed holidays to include your birthday, and two floating holidays to be used at your discretion
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
Definiti LLC
From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-02-02Acquired
Leadership Team
Kristin Tweed-Andreski
Chief Executive Officer
Recent News
2024-02-23
Company data provided by crunchbase