Internal Sales Wholesaler

Definiti; Cary (NC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

Paid holidays & parental leave

Medical, dental, vision options

Job summary

Definiti, a national retirement services company, is seeking an Internal Sales Wholesaler to support the sales team, drive revenue through intermediaries, and manage regional relationships. The role emphasizes outbound campaigns, advisor engagement, and seamless collaboration from a remote setup.

You will articulate Definiti’s value, handle RFPs and proposals, and ensure accurate data in CRM while meeting deadlines. A background in defined contribution and advisor networking is preferred.

Qualifications

• Knowledge of retirement plan services and ERISA or related regulations.
• Strong written and verbal communication skills.
• Ability to adapt messaging to diverse audiences.
• Proficiency with MS Office applications (Excel, PowerPoint) and data tools.

Responsibilities

• Create and implement outbound call campaigns to drive awareness in assigned regions.
• Identify and develop new financial advisor relationships in assigned territory.
• Participate in POS meetings with prospects, advisors, and wholesalers.
• Communicate Definiti’s value proposition, fees, and processes to clients and referral sources.
• Provide high quality, responsive service for retirement plan product information and sales support.
• Prepare proposals and cost analyses for various plan lines.

Skills

Retirement plan services

Communication skills

Detail-oriented

Time management

Sales development

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

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. This role will leverage existing industry relationships, market trends and defined contribution market data to drive sales in assigned regions.

PRIMARY DUTIES AND RESPONSIBILITIES

• 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

COMPETENCIES REQUIRED

• 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 detailed 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.

EDUCATION AND QUALIFICATIONS

• 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

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• 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. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• 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