Remote Position
[Remote] Regional Sales Director - New York state
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Definiti is a national retirement services company that administers retirement plans. The Regional Sales Director wholesales retirement plan services in an assigned territory, develops financial advisor relationships, and generates sales of retirement solutions.
Responsibilities
- 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
Skills
- High School Diploma or GED required
- 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
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Bachelor's degree preferred
- Solid working knowledge of retirement plan services preferred
- Familiarity with Microsoft Teams is a plus
Benefits
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO that does not 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
Company Overview