Internal Sales Wholesaler

Definiti LLC

Internal Sales Wholesaler supporting retirement plan sales through financial advisors and other intermediaries. Engaging in outbound campaigns and maintaining strong client relationships remotely.

Posted 5/19/2026full-timeRemote • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

retirement plan servicesERISAdefined contributiondefined benefit3(16) fiduciary servicesrecordkeepingcost analysissales documentationclient service agreementCRM system

Soft Skills

communication skillsorganizational skillstime managementdetail-orientedadaptabilitywritten communicationperformance expectationsclient relationship managementteam collaborationcustomer service

Certifications

QKSQKAHigh School diplomaGEDBachelor's degree