Regional Sales Director - Colorado

Regional Sales DirectorWhy 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.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 include:Wholesale Definiti retirement solutions in assigned regionDevelop new financial advisor relationships that will generate proposals and sales in assigned regionObtain sales goal in assigned territory by prospecting new clientsMaintain a network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement service-focused professionalsFoster plan sponsor relationships through direct meetings with key contacts and partnersManage travel, entertainment, and distribution partnership budgets where necessaryManage a territory of targeted relationshipsMaintain appropriate data to analyze challenges, success, and opportunitiesPartner with leadership to create and implement strategies for accelerated growthCompetencies required:Territory Management: Strategically plan and prioritize accounts, allocate time effectively, and ensure consistent coverage across the territoryPipeline Building: Generate leads through prospecting, networking, and leveraging marketing support to create a strong and sustainable sales funnelRelationship Building: Develop intermediary relationships, such as Financial Advisors, Benefit Brokers, CPAs, etc.Exceptional communication, interpersonal, and time management skillsEducation and qualifications:High School Diploma or GED requiredBachelor's degree preferredFive years of proven sales experience with minimum two to three years in the retirement or financial services space.Ability to manage a region with established advisor connections in that region.Solid working knowledge of retirement plan services preferredTravel required within territory; approximately 50% or as neededRemote working requirements:Ability to build rapport with others remotely while working productively with limited in-person interactionHave access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotelyDesignate a quiet, and well-lit space free of as many distractions as possibleBe online and available to work during designated business hours in local time zoneAccustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plusAccustomed with file-storage and file-sharing tools such as Microsoft SharePointBenefits:A virtual-first work philosophy for most jobs401(k) with up to 4% matchFlexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.12 paid holidays, 2 paid floating holidays, and your birthday is a holidayPaid Parental LeaveA variety of medical, dental and vision plan options including Definiti subsidized premiumsCompany-paid life insurance and short-term disability insuranceBonus plan eligibility