[Remote] Regional Sales Director - Southern California / Arizona

Note: The job is a remote job and is open to candidates in USA. Definiti LLC is a national retirement services company that helps clients manage and administer retirement plans. The Regional Sales Director wholesales retirement plan solutions across an assigned territory, builds financial advisor and other intermediary relationships, and generates proposals and sales.

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
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing
• 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 allows you to take the time you need for wellness, vacations, and personal matters. 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

Company Overview