Remote Regional Sales Director, Retirement Solutions

Definiti LLC; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

12 paid holidays + floating holidays +

Company-paid life insurance and short‑

Job summary

Definiti LLC in the United States seeks a Regional Sales Director to wholesale retirement plan services across the assigned territory. Build advisor relationships, generate proposals, and achieve sales goals.

You will travel within the territory, manage partnerships with financial advisors, CPAs, and consultants, and collaborate with leadership on accelerated growth strategies in a remote, virtual-first environment.

Qualifications

• Five years of proven sales experience, with minimum two to three years in retirement or financial services.
• 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 the assigned region.
• Develop new financial advisor relationships that will generate proposals and sales in the region.
• Obtain sales goals in the region 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 skills

Education

High school diploma or GED

Job description

Definiti LLC in the United States seeks a Regional Sales Director to wholesale retirement plan services across the assigned territory. Build advisor relationships, generate proposals, and achieve sales goals.

You will travel within the territory, manage partnerships with financial advisors, CPAs, and consultants, and collaborate with leadership on accelerated growth strategies in a remote, virtual-first environment.