Internal Sales Wholesaler

• Strong knowledge of retirement plan services and ERISA.
• Ability to communicate clearly and concisely and be able to adapt to different audiences.
• Strong written and communication skills.
• Proficiency with Microsoft Office applications including Excel and PowerPoint.
• Must be detailed oriented and possess strong organizational skills.
• Time management focus, with attention to deadlines and timelines.
• A track record of consistently meeting and/or exceeding performance expectations.

• High School diploma or GED required
• Bachelor’s degree preferred
• 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
• Current QKS or QKA or ability to obtain at least one designation with 12 months of hire

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