Regional Sales Director - New York state
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.
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