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Regional Sales Director
Definiti LLCRegional Sales Director responsible for wholesaling retirement solutions across the assigned territory for Definiti. Building financial advisor relationships to improve and secure retirement plans.
About the role
Key responsibilities & impact- Wholesale Definiti retirement solutions in assigned region
- Develop new financial advisor relationships that will generate proposals and sales in assigned region
- Obtain sales goal in assigned territory by prospecting new clients
- Maintain a network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement service-focused professionals
- Foster plan sponsor relationships through direct meetings with key contacts and partners
- Manage travel, entertainment, and distribution partnership budgets where necessary
- Manage a territory of targeted relationships
- Maintain appropriate data to analyze challenges, success, and opportunities
- Partner with leadership to create and implement strategies for accelerated growth
Requirements
What you’ll need- High School Diploma or GED required
- Bachelor’s degree preferred
- Five years of proven sales experience with minimum two to three years in the retirement or financial services space.
- Ability to manage a region with established advisor connections in that region.
- Solid working knowledge of retirement plan services preferred.
- Travel required within territory; approximately 50% or as needed
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales Goal AchievementProspecting New ClientsBudget ManagementFinancial Services ExpertiseClient Relationship Management
Soft Skills
Communication SkillsNetworking AbilitiesInterpersonal Skills
Certifications
High School DiplomaGEDBachelor’s Degree Preferred