[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 will support the sales team to reputed company reputed company goals through intermediaries and will reputed company existing relationships and market data to drive sales in assigned reputed company.
Responsibilities
- Create and implement outbound call campaigns to drive 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
- Deliver 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 confirm 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 system
- Ensure smooth transition from sales to implementation
Skills
- 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
- 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 performance expectations
- Ability to build rapport with others remotely 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
- 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 quick communications
- 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. We foster a trusting environment where employees manage their workloads responsibly. 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 insurance and short-term disability insurance
- Bonus plan eligibility
reputed company