Internal Sales Consultant

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🕒 3 dias atrás

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Definiti LLC

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

🤝 B2B

🏢 Corporativo

Finance • B2B • Enterprise

A Definiti LLC é uma empresa especializada em fornecer soluções e serviços abrangentes de planos de aposentadoria voltados para empregadores e consultores financeiros. Eles oferecem uma variedade de serviços, incluindo gerenciamento de planos 401(k), planos de saldo de caixa, serviços atuariais e soluções de registro de planos em conformidade. A Definiti se posiciona como especialista em simplificar as complexidades associadas aos planos de aposentadoria no local de trabalho, garantindo conformidade e oferecendo soluções personalizadas que se adaptam a empresas de diversos tamanhos. A empresa está focada em fornecer serviços de administração de pensões de alta qualidade e construir segurança financeira para os funcionários.

Descrição

• Drive cross-sell of 3(16) fiduciary services into Definiti’s existing client base to achieve assigned ARR quota • Proactively identify opportunities through Client Relationship Management (CRM) pipeline analysis, existing client reviews, internal referrals from Client Success, Retirement Plan Consultants, and Regional Sales Directors • Execute outbound call campaigns and targeted outreach strategies to drive awareness and generate opportunities • Engage with financial advisors, plan sponsors, and internal stakeholders to position 3(16) services and value proposition • Partner with Regional Sales Directors and internal teams to advance opportunities through the sales cycle • Prepare proposals, pricing scenarios, and cost analysis aligned to ARR targets • Lead prospects through the sales process including discovery, solution positioning, proposal delivery, and closing • Ensure timely and accurate completion of all required sales documentation and client agreements • Maintain accurate and up-to-date pipeline activity, deal status, and revenue forecasting in CRM • Ensure smooth transition of closed business to implementation and service teams • Deliver responsive, professional service to all inbound sales inquiries and internal requests

🎯 Requisitos

• High School diploma or GED required • Bachelor’s degree preferred • 3+ years of inside sales, business development, or financial services sales experience • Experience in retirement plan services, financial services, or related industry strongly preferred • Familiarity with 3(16) fiduciary services or ability to quickly learn offerings • Experience working with Financial Advisors, Recordkeepers, and/or Plan Sponsors is preferred • Experience with CRM tools (e.g., HubSpot, Salesforce) preferred

🏖️ Benefícios

• 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