Regional Sales Director

🕒 March 31

🌽 Illinois, Michigan, +1 more states – Remote

🌽 Illinois – Remote 🚗 Michigan – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

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Definiti LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

🏢 Enterprise

Finance • B2B • Enterprise

Definiti LLC is a company specialized in providing comprehensive retirement plan solutions and services aimed at employers and financial advisors. They offer a range of services including 401(k) plan management, cash balance plans, actuarial services, and compliant plan recordkeeping solutions. Definiti positions itself as an expert in simplifying the complexities associated with workplace retirement plans, ensuring compliance and delivering customized solutions that fit businesses of varying sizes. The company is keen on providing top-notch pension administration services and building financial security for employees.

📋 Description

• 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. • 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

• 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. • Exceptional communication, interpersonal, and time management skills. • Travel required within territory; approximately 50% or as needed.

🏖️ Benefits

• 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