[Remote] Internal Sales Consultant
Note: The job is a remote job and is open to candidates in USA. Definiti LLC is a national retirement services company that helps clients manage and administer their retirement plans. They are seeking an Internal Sales Consultant who will be responsible for driving revenue growth through cross-selling fiduciary services and engaging with clients and financial advisors.
Responsibilities
- Drive cross-sell of 3(16) fiduciary services into Definiti’s existing client base to achieve assigned ARR quota
- Proactively identify opportunities through Client Relationship Management (CRM) pipeline analysis, existing client reviews, internal referrals from Client Success, Retirement Plan Consultants, and Regional Sales Directors
- Execute outbound call campaigns and targeted outreach strategies to drive awareness and generate opportunities
- Engage with financial advisors, plan sponsors, and internal stakeholders to position 3(16) services and value proposition
- Partner with Regional Sales Directors and internal teams to advance opportunities through the sales cycle
- Prepare proposals, pricing scenarios, and cost analysis aligned to ARR targets
- Lead prospects through the sales process including discovery, solution positioning, proposal delivery, and closing
- Ensure timely and accurate completion of all required sales documentation and client agreements
- Maintain accurate and up-to-date pipeline activity, deal status, and revenue forecasting in CRM
- Ensure smooth transition of closed business to implementation and service teams
- Deliver responsive, professional service to all inbound sales inquiries and internal requests
Skills
- 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
- 3+ years of inside sales, business development, or financial services sales experience
- Familiarity with 3(16) fiduciary services or ability to quickly learn offerings
- Experience working with Financial Advisors, Recordkeepers, and/or Plan Sponsors
- Bachelor's degree
- Experience in retirement plan services, financial services, or related industry strongly preferred
- Experience with CRM tools (e.g., HubSpot, Salesforce) preferred
- 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
- Familiarity with file-storage and file-sharing tools such as Microsoft SharePoint
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 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
- Paid Parental Leave
- 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
Company Overview