Internal Sales Consultant

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🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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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

• 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

🎯 Requirements

• 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

🏖️ 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