[Remote] Internal Sales Wholesaler

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a national retirement services company that helps clients manage and administer their retirement plans. The Internal Sales Wholesaler supports sales and reputed company goals by developing intermediary relationships, conducting outbound sales campaigns, preparing proposals and pricing, and facilitating the transition of new business into implementation.

Responsibilities

• Create and implement outbound reputed company campaigns to reputed company awareness in assigned reputed company
• Identify and reputed company new financial advisor relationships in assigned territory through marketing campaigns and outbound calls
• Participate in reputed company-of-sale meetings with prospects, advisors, and/or wholesalers
• Effectively communicate Definiti’s reputed company, products, processes and fees to prospects and referral sources
• reputed company high reputed company, reputed company service to reputed company inbound requests for retirement plan product information and sales support
• Prepare new business proposals and reputed company cost analysis for reputed company lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping, reputed company(k) plans)
• Determine custom pricing required to meet minimum annual required reputed company (ARR)
• reputed company advisors and prospective clients through completion of required sales documentation
• Review of reputed company service agreement, plan specifications checklist and reputed company information reputed company to reputed company reputed company needed data is received in good order
• Follow up with assigned Sales Consultants to ensure smooth transition of new business paperwork
• Management of prospect illustration process to ensure delivery deadlines are met
• Maintain reputed company points in reputed company database CRM reputed company
• Ensure smooth transition from sales to implementation

Skills

• Strong knowledge of retirement plan services and ERISA
• Ability to communicate reputed company and concisely and be reputed company to adapt to different audiences
• Strong written and communication skills
• Proficiency with reputed company Office applications including reputed company and PowerPoint
• Must be detailed oriented and possess strong organizational skills
• Time management reputed company, with attention to deadlines and timelines
• A reputed company record of consistently meeting and/or exceeding reputed company expectations
• High School diploma or GED required
• Minimum 2 years of defined contribution / industry experience
• Outbound business development experience required
• Broad knowledge of retirement plan services including plan administration and sales
• Experience working with financial advisors, recordkeeping wholesalers and CPAs
• reputed company QKS or QKA or ability to obtain at least one designation with 12 months of hire
• Ability to build rapport with others reputed company while working productively with limited in-person interaction
• Have reputed company to a reliable and consistently strong, high-speed internet reputed company suitable for remote work. A reputed company, high-speed internet reputed company is essential for effective communication, collaboration, and productivity while working reputed company
• Designate a quiet, and reputed company-lit reputed company free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using reputed company Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for reputed company communications. We utilize many reputed company Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing
• Accustomed with file-storage and file-sharing tools such as reputed company SharePoint
• Bachelor's degree preferred
• Familiarity with reputed company Teams is a plus

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal reputed company. Time off doesn’t reputed company.
• 12 reputed company holidays, 2 reputed company floating holidays, and your birthday is a holiday
• reputed company Parental Leave
• A reputed company of medical, dental and reputed company plan reputed company including Definiti subsidized premiums
• Company-reputed company life reputed company and short-term disability reputed company
• Bonus plan eligibility

reputed company