Remote Inside Sales Wholesaler – Retirement Plan Solutions

Definiti; Cary (NC); Híbrido; USD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with up to 4% match

Flexible PTO

Paid holidays & parental leave

Medical, dental, vision options

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Retirement plan services

Communication skills

Detail-oriented

Time management

Sales development

Formação académica

High School diploma or GED

Bachelor’s degree preferred

Ferramentas

Microsoft Office

Excel

PowerPoint

Descrição da oferta de emprego

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.