Regional Retirement Solutions Director (Remote)

Definiti; Colorado; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

12 paid holidays + 2 floating holidays

Job summary

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory.

Create new financial advisor relationships to sell Definiti solutions across all intermediaries – including traditional Defined Contribution/Defined Benefit administration TPA services, 3(16) services, pension outsourcing, and full-scope retirement consulting.

Qualifications

• 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.

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

Bachelor's degree preferred

Tools

Microsoft Teams

Microsoft SharePoint

Job description

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory.

Create new financial advisor relationships to sell Definiti solutions across all intermediaries – including traditional Defined Contribution/Defined Benefit administration TPA services, 3(16) services, pension outsourcing, and full-scope retirement consulting.