Inside Sales Representative - Retirement

The purpose of this position is to drive revenue growth through cross-selling Definiti’s 3(16) fiduciary services into the existing client base. The Inside Sales Representative (Internal Sales Consultant) is assigned a sales quota tied to Annual Recurring Revenue (ARR) and is accountable for identifying opportunities, engaging advisors and clients, and closing incremental business.

Primary Duties and 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

Competencies Required

• 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

Education and Qualifications

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

Remote Working Requirements

• 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
• 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
• Accustomed 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
• 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