Internal Sales Consultant

· Strong sales acumen with a track record of meeting or exceeding quota-based goals

· Ability to proactively manage a sales pipeline and prioritize opportunities

· Clear and effective communication skills (written and verbal) across multiple audiences

· Ability to clearly articulate Definiti’s value proposition, particularly related to 3(16) fiduciary services

· Strong organizational skills and attention to detail

· Ability to collaborate effectively across sales, service, and implementation teams

· Results-oriented with a high level of accountability and ownership

• High School diploma or GED required
• Bachelor’s degree preferred
• 3+ years of inside sales, business development, or financial services sales experience
• Experience in retirement plan services, financial services, or related industry strongly preferred
• Familiarity with 3(16) fiduciary services or ability to quickly learn offerings
• Experience working with Financial Advisors, Recordkeepers, and/or Plan Sponsors is preferred
• Experience with CRM tools (e.g., HubSpot, Salesforce) preferred

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have 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 remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed 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 plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• 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 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 holiday

• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility