Internal Sales Wholesaler

🕒 May 19

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⬇️ Inside Sales

🚫👨‍🎓 No degree required

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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 Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue goals through intermediaries such as Financial Advisors, Recordkeeper Wholesalers and CPAs. • Create and implement outbound call campaigns to drive awareness in assigned regions. • Identify and develop new financial advisor relationships in assigned territory through marketing campaigns and outbound calls. • Participate in point-of-sale meetings with prospects, advisors, and/or wholesalers. • Effectively communicate Definiti’s value proposition, products, processes and fees to prospects and referral sources. • Deliver high quality, responsive service to all inbound requests for retirement plan product 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, Solo(k) plans). • Determine custom pricing required to meet minimum annual required revenue (ARR). • Lead advisors and prospective clients through completion of required sales documentation. • Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order. • Follow up with assigned Sales Consultants to ensure smooth transition of new business paperwork. • Management of prospect illustration process to ensure delivery deadlines are met. • Maintain key data points in client database CRM system. • Ensure smooth transition from sales to implementation.

🎯 Requirements

• Strong knowledge of retirement plan services and ERISA. • Ability to communicate clearly and concisely and be able to adapt to different audiences. • Strong written and communication skills. • Proficiency with Microsoft Office applications including Excel and PowerPoint. • Must be detail-oriented 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. • High School diploma or GED required • Bachelor’s degree preferred • Minimum 2 years of defined contribution/industry experience • Outbound business development experience required • Broad knowledge of retirement plan services including plan administration and sales • Experience working with financial advisors, recordkeeping wholesalers and CPAs • Current QKS or QKA or ability to obtain at least one designation with 12 months of hire

🏖️ 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. • 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