Territory Sales Executive

2 weeks ago

Erie, Pennsylvania, United States Definiti Full time

Job Type

Full-time

Position Overview

Join the team at Definiti, where we are dedicated to providing outstanding client service and tackling challenges head-on. If you are passionate about enhancing retirement outcomes and contributing to a thriving organization, this role may be the right fit for you. Enjoy the flexibility of remote work while maintaining productivity in a home office equipped with reliable internet access to connect with your team and deliver exceptional service to our clients. At Definiti, we prioritize your professional development through extensive training and support for industry certifications.

Definiti is a leading provider of retirement services, assisting clients in managing and administering their retirement plans. We empower clients to explore possibilities and plan for their future.

****Hiring for multiple territories****

Available Territories:

  • Greater New York, Long Island, and Northern New Jersey (residency required)
  • Texas, Louisiana, and New Mexico (residency required)
  • Southern California, Arizona, and Nevada (residency required)

ROLE PURPOSE

The Territory Sales Executive will be responsible for promoting Definiti's retirement plan services within the designated territory. This includes establishing new relationships with financial advisors who will market Definiti's retirement solutions, such as traditional Defined Contribution/Defined Benefit administration, pension outsourcing, and comprehensive retirement consulting services. The ideal candidate will reside within the assigned territory.

KEY RESPONSIBILITIES
  • Promote Definiti's retirement solutions within the assigned region.
  • Build and nurture relationships with financial advisors to drive proposals and sales.
  • Achieve sales targets by identifying and engaging new clients.
  • Maintain a network of advisors, consultants, and other professionals focused on retirement services.
  • Develop and strengthen relationships with plan sponsors through direct engagement.
  • Manage budgets related to travel, entertainment, and partnerships as necessary.
  • Oversee a targeted territory of key relationships.
  • Collect and analyze data to identify challenges, successes, and opportunities.
  • Collaborate with leadership to devise and implement growth strategies.
REQUIRED COMPETENCIES
  • Outstanding communication and interpersonal abilities.
  • Proficient public speaking skills.
  • Exceptional time management capabilities.
  • Ability to exercise sound judgment and maintain integrity in decision-making.
EDUCATION AND EXPERIENCE
  • High School Diploma or GED required.
  • Bachelor's degree required.
  • 5+ years of experience in TPA or recordkeeping sales with a proven track record in retirement services.
  • Familiarity with retirement services, including distribution models and key competitors.
  • Strong understanding of retirement plan services and recordkeeping.
  • Proven experience in developing financial advisor relationships.
  • Preferred retirement-specific credentials such as QKA, CPFA, CPFC, CLU, or ChFC, or the ability to obtain one within 12 months of hire.
  • Solid knowledge of retirement plan services, sales operations, and implementation.
  • Willingness to travel 50-75% within the assigned region.
REMOTE WORKING REQUIREMENTS

As a remote-first organization, we have established expectations for a successful remote work environment:
  • Ability to establish rapport with colleagues remotely while maintaining productivity.
  • Access to a reliable, high-speed internet connection suitable for remote work.
  • Designated quiet and well-lit workspace free from distractions.
  • Availability during designated business hours in your local time zone.
  • Familiarity with virtual meeting platforms such as Microsoft Teams for regular communication.
  • Experience with file-sharing tools like Microsoft SharePoint.
BENEFITS

Definiti fosters a dynamic, growth-oriented culture and is committed to providing attractive employee-centric benefits, including:
  • A virtual-first work philosophy.
  • 401(k) plan with up to 4% matching.
  • Generous paid time off starting with four weeks, plus 9 paid holidays and 2 floating holidays.
  • Paid Parental Leave.
  • A variety of medical, dental, and vision plan options with subsidized premiums.
  • Company-paid life insurance and short-term disability coverage.
  • Eligibility for bonus plans.

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