Regional Sales Director - Retirement

Definiti LLC; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading national retirement services company seeks a Regional Sales Director to manage client relationships and drive sales within assigned territories. This role involves extensive travel and relationship building, with a focus on delivering retirement plan solutions. Candidates should have robust sales experience, effective communication skills, and the ability to work remotely in a structured environment.

Benefits

401(k) with up to 4% match

Flexible PTO

10 paid holidays and 2 floating holidays

Paid Parental Leave

A variety of medical, dental and vision plan options

Company-paid life insurance

Short-term disability insurance

Bonus plan eligibility

Qualifications

• 5+ years’ experience of proven sales success in TPA/Recordkeeping or financial services.
• Ability to obtain retirement-specific credentials within 12 months of hire.

Responsibilities

• Wholesale retirement solutions in assigned region.
• Develop new financial advisor relationships.
• Obtain sales goal through prospecting new clients.

Skills

Exceptional communication

Time management

Pipeline Building

Relationship Building

Sales Execution

Education

High School Diploma or GED

Bachelor’s degree

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.

****Hiring for several territories and must live in assigned territory****

• NorCal, Nevada (must reside in San Francisco Bay area)
• San Diego County/ Arizona (must reside in San Diego County or Arizona)
• Illinois, Wisconsin, Michigan (must reside in Illinois, Wisconsin, Michigan)
• Georgia, Tennessee, South Carolina (must reside in Georgia, Tennessee or South Carolina)
• Florida (must reside in Florida)
• Minnesota, Iowa, North Dakota, South Dakota, Nebraska (must reside in Minnesota, Iowa, North Dakota, South Dakota, Nebraska)

PURPOSE OF POSITION

The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory. Create new financial advisor relationships that will ultimately sell Definiti retirement solutions – including traditional Defined Contribution/Defined Benefit administration TPA services (including Cash Balance as well as Actuarial), 3(16) services, pension outsourcing, and full-scope retirement consulting. These solutions will be sold through all financial intermediaries that reside in assigned territory – across all plan size markets. The ideal candidate for this opportunity will reside in the assigned territory.

PRIMARY DUTIES AND 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

Requirements

COMPETENCIES REQUIRED

• Exceptional communication, interpersonal, and time management skills
• Territory Management: Strategically plan and prioritize accounts, allocate time effectively, and ensure consistent coverage across the territory
• Pipeline Building: Generate leads through prospecting, networking, and leveraging marketing support to create a strong and sustainable sales funnel
• Relationship Building: Develop intermediary relationships, such as Financial Advisors, Benefit Brokers, CPAs, etc.
• Sales Execution: Advance deals through the sales cycle with effective discovery, presentations, objection handling, and closing skills
• Collaboration/CRM: Work cross-functionally with internal teams and use CRM tools to track activity, forecast accurately, and manage opportunities
• Demonstrated ability to quickly learn and apply industry concepts, with the aptitude to become self-sufficient using established SOPs and training resources; prior experience in retirement services is a plus

EDUCATION AND QUALIFICATIONS

• High School Diploma or GED required
• Bachelor’s degree preferred
• 5+ years’ experience of proven sales success in the following industries: TPA/Recordkeeping, employee benefits, payroll services, financial services, or similar required
• Solid working knowledge of retirement plan services, sales operations and implementation preferred
• Retirement-specific credentials preferred including Current QKA, CPFA, CPFC, CLU, ChFC designation(s) or ability to obtain at least one designation within 12 months of hire
• 50-75% travel required in assigned region

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
• 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.
• 10 paid holidays and 2 paid floating holidays
• 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