Definiti LLC

Inside Sales

• 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.

Internal Sales Wholesaler

• 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.

Marketing

• Assist with marketing campaigns
• Content creation
• Social media management
• Conduct market research and analyze trends
• Prepare reports and presentations
• Maintain marketing databases and CRM tools

Marketing Intern

Actuary

• The Consulting Actuary oversees IRS-qualified Cash Balance Defined Benefit combo plans, primarily in the small plan market.
• Manage recurring actuarial projects and deliverables for assigned clients.
• Represent the company on client calls and in client meetings as needed.
• Accurately interpret and apply plan document provisions.
• Ensure compliance with IRS, DOL, and PBGC requirements.
• Review annual compliance testing for assigned clients (401(a)(4), 410(b), plan limits, top heavy, for both stand-alone and DB/DC combo plans).
• Prepare and review Form 5500, Schedule SB, related schedules, Form 8955-SSA, and PBGC filings.
• Certify actuarial valuations for traditional defined benefit and cash balance plans.
• Perform and review Required Minimum Distribution (RMD), benefit calculations, including optional forms of payment.
• Prepare proposals for potential Cash Balance and Defined Benefit clients; provide technical expertise to support the sales team.
• Support retirement plan implementation, conversion, de-conversion, and termination processes.
• Assist with actuarial valuation conversions and processes within ASC software.
• Review and sign actuarial valuations, Schedule SBs, PBGC premium filings, and other actuarial certifications for assigned caseload.
• Serve as a subject matter expert in Cash Balance and Traditional Defined Benefit combo plan compliance testing and consulting.
• Lead special technical actuarial consulting projects as assigned.
• Collaborate with internal teams (New Business, Sales, and Administration) to improve efficiency and accuracy in actuarial and proposal processes.
• Provide guidance and technical support to actuarial staff and colleagues on complex plan design or compliance issues.

Consulting Actuary

Consultant

• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)
• Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met
• Creation of 3(16) annual letter – ensuring all 3(16) services were completed
• Authorized signer for distributions and loans as required
• Actively manage projects and tasks in PensionPro workflow system
• Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet
• Distribute newly eligible materials and required notices
• Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring
• Upload year end annual census
• Represent the company on 3(16) client calls and meetings
• Share pertinent industry knowledge with 3(16) Administrators and other staff