Regional Retirement Solutions Director

Definiti LLC; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

12 paid holidays

Medical, dental and vision plans

Company-paid life insurance

Short-term disability

Job summary

Definiti LLC is seeking a Regional Sales Director to wholesale retirement plan services across an assigned region. You will establish new financial advisor relationships that generate proposals and sales, and you will meet sales goals by prospecting and maintaining a strong advisor network.

The role requires 5+ years of sales experience in retirement/financial services, travel within the territory, and remote-work readiness in a remote-first environment.

Qualifications

• 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

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

Territory Management

Pipeline Building

Relationship Building

Communication

Education

High School Diploma or GED

Tools

Microsoft Teams

Microsoft SharePoint

Job description

Definiti LLC is seeking a Regional Sales Director to wholesale retirement plan services across an assigned region. You will establish new financial advisor relationships that generate proposals and sales, and you will meet sales goals by prospecting and maintaining a strong advisor network.

The role requires 5+ years of sales experience in retirement/financial services, travel within the territory, and remote-work readiness in a remote-first environment.