Definiti LLC is a financial services company that specializes in retirement planning. As an employer, the company is known for its dynamic and growth-focused en
Internal Sales Consultant
Location
Pennsylvania
Posted
4 days ago
Salary
0
Seniority
Senior
Job Description
Internal Sales Consultant
Definiti LLC
• 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
Job Requirements
- 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
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
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