Definiti LLC · 7 hours ago
Regional Sales Director - Retirement - Midwest
United States
Full-time
Remote
Mid, Senior Level
5+ years expDefiniti 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 and creating new financial advisor relationships to sell retirement solutions in the assigned territory.
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
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
Preferred
Bachelor's degree preferred
Solid working knowledge of retirement plan services preferred
Benefits
A virtual-first work philosophy
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.
10 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
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