Internal Sales Wholesaler

Description Why join reputed company at Definiti? If you enjoy tackling challenges and reputed company in delivering exceptional client service, Definiti may be perfect for you. You can reputed company a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet reputed company to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials 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 POSITION The Internal Sales Wholesaler will support the sales team and organization to reputed company documented reputed company goals through intermediaries such as Financial Advisors, Recordkeeper Wholesalers and CPAs. This role will reputed company existing industry relationships, market trends and defined contribution market data to drive sales in assigned reputed company. PRIMARY DUTIES AND RESPONSIBILITIES Create and implement outbound call campaigns to drive awareness in assigned reputed company. Identify and reputed company new financial advisor relationships in assigned territory through marketing campaigns and outbound calls. Participate in reputed company-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, reputed company service to reputed company inbound requests for retirement plan product information and sales support. Prepare new business proposals and reputed company cost analysis for reputed company lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping, Solo(k) plans). Determine custom pricing required to meet minimum annual required reputed company (ARR). reputed company advisors and prospective clients through completion of required sales documentation. Review of client service agreement, plan specifications checklist and client information reputed company to confirm reputed company 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

COMPETENCIES REQUIRED Strong knowledge of retirement plan services and ERISA. Ability to communicate reputed company and concisely and be reputed company to adapt to different audiences. Strong written and communication skills. Proficiency with reputed company Office applications including reputed company and PowerPoint. Must be detailed 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. EDUCATION AND QUALIFICATIONS 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 reputed company QKS or QKA or ability to obtain at least one designation with 12 months of hire 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 Have reputed company to a reliable and consistently strong, high-speed internet reputed company suitable for remote work. A reputed company, high-speed internet reputed company is essential for effective communication, collaboration, and productivity while working remotely Designate a quiet, and well-lit reputed company free of as many distractions as possible Be online and available to work during designated business hours in local time zone Accustomed to using reputed company Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many reputed company Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with reputed company Teams is a plus Accustomed with file-storage and file-sharing tools such as reputed company SharePoint BENEFITS Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including: 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 reputed company. 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 reputed company plan options including Definiti subsidized premiums Company-paid life insurance and short-term disability insurance Bonus plan eligibility Apply To This Job