Internal Sales Consultant

Definiti LLC

Internal Sales Consultant driving revenue growth through cross-selling 3(16) fiduciary services at Definiti. Collaborating with sales teams to enhance client experiences and achieve quota.

Posted 6/16/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

inside salesbusiness developmentfinancial services salessales documentationcost analysisrevenue forecastingproposal deliveryoutbound call campaignspipeline analysisclient reviews

Soft Skills

communicationrelationship managementteam collaborationproblem-solvingcustomer serviceorganizational skillsproactive engagementnegotiationpresentation skillsattention to detail

Tools & Technologies

CRMHubSpotSalesforce

Certifications & Qualifications

High School diplomaGEDBachelor’s degree

Industry Keywords

3(16) fiduciary servicesretirement plan servicesfinancial advisorsplan sponsorsrecordkeeperssales cycleclient agreementsARR quotaclient successtargeted outreach strategies

About the role

Key responsibilities & impact

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

What you’ll need

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

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. 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