Regional Sales Director

6 days ago


Erie, Pennsylvania, United States Definiti Full time
Job Title: Regional Sales Director

Definiti is seeking a highly motivated and experienced Regional Sales Director to join our team. As a Regional Sales Director, you will be responsible for wholesaling Definiti retirement plan services in assigned territory.

Key Responsibilities:
  • 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 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.
Requirements:
  • Exceptional communication and interpersonal skills.
  • Excellent public speaking skills.
  • Superior time management skills.
  • Demonstrate sound judgment when making decisions, and operate with discretion and integrity.
Education and Qualifications:
  • High School Diploma or GED required.
  • Bachelor's degree required.
  • 5+ years of TPA or recordkeeping wholesaling experience with a proven track of selling retirement services solutions.
Benefits:
  • A virtual-first work philosophy.
  • 401(k) with up to 4% match.
  • Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays.
  • Paid Parental Leave.
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums.


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