Regional Sales Director - Western US at DEFINITI LLC

Cary, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Sep, 26

Salary

0.0

Posted On

01 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Territory Management, Pipeline Building, Relationship Building, Prospecting, Wholesaling, Financial Advisor Relations, Communication Skills, Interpersonal Skills, Time Management, Strategic Planning, Microsoft Teams, Microsoft SharePoint

Industry

Financial Services

Description

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. 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 reside 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 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 Requirements COMPETENCIES REQUIRED 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. Exceptional communication, interpersonal, and time management skills EDUCATION AND QUALIFICATIONS High School Diploma or GED required Bachelor’s degree preferred 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. Solid working knowledge of retirement plan services preferred Travel required within territory; approximately 50% or as needed REMOTE WORKING REQUIREMENTS 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 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. We foster a trusting environment where employees manage their workloads responsibly. 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

Responsibilities

The Regional Sales Director is responsible for wholesaling retirement plan services and building relationships with financial advisors in the Western US territory. They will drive growth by prospecting new clients and managing a network of retirement service professionals.