Internal Sales Consultant

Job Type

Full-time

Description

Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training 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 the Position

The Internal Sales Consultant is responsible for supporting the distribution and marketing of retirement services – including traditional DC/DB administrative services, 3(16) fiduciary services, pension outsourcing, and full-scope retirement consulting – in partnership with the organization’s external sales team. This will occur across all plan size markets in partnership with all channels of financial intermediaries including banks, wire house broker-dealers, regional broker-dealers, registered investment advisors, consultants, Certified Public Accountants, law firms, employee benefit firms, etc.  The Internal Sales Consultant works within an assigned territory to meet company objectives as a market leader.  This is a remote position and may be domiciled anywhere in the continental U.S.

Primary Duties and Responsibilities

• Deliver high quality, responsive service to all inbound requests for information and sales support
• Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping)
• Determine custom pricing required to meet minimum annual required revenue (ARR)
• Maintain custom pricing worksheet
• Prepare and deliver new client service agreements
• Lead advisors and prospective clients through completion of required documentation
• Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order
• Management of prospect illustration process to ensure delivery deadlines are met
• Prepare monthly statistical reporting for team and management review (sales activity, wins by type, ARR, etc.)
• Assist with monthly commission calculations and reporting
• Maintain key data points in client database management system
• Ensure smooth transition from sales to implementation
• As needed, communicate with advisors to understand needs and offer solutions
• As needed, communicate with recordkeeping partner wholesalers and internals
• Assist/participate in point of sale meetings with prospects, advisors and/or wholesalers
• Conduct outbound calls to follow-up on proposals
• Be a resource for and respond to inquires regarding industry trends, plan design and IRS/DOL regulations
• Effectively communicate Definiti’s value proposition, products, processes and fees to prospects and referral sources

Competencies Required

• Strong knowledge of retirement plan services and ERISA
• Ability to communicate clearly and concisely and be able to adapt to different audiences
• Proficiency with Microsoft Office applications including Excel and PowerPoint
• Must be detailed and possess strong organizational skills
• Time management focus, with attention to deadlines and timelines
• A track record of consistently meeting and/or exceeding performance expectations
• Positive attitude and dedication to our clients’ needs

Requirements

Education and Qualifications

• Bachelor’s Degree in Accounting, Finance, Computer Science or related field
• QKA or equivalent designation or willingness to attain
• Minimum 2 years of relevant experience in the retirement plan/financial services industry with proven success in the distribution of administrative, compliance, and recordkeeping services
• Ability to grow expertise in the retirement services market, understanding of platforms/solutions/distribution & service models, key competitors, and centers of influence
• Demonstrated experience in the development of strategic business plans in support of sales growth
• Experience working with financial advisors, recordkeeping wholesalers and CPAs
• Occasional travel required
• High School Diploma or GED required for all positions at Definiti 

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
• Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
• Be online and available during designated business hours in local time zone 
• Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
• Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

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
• 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