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Dcio Sales Jobs (NOW HIRING)

Calamos Investments

VP Institutional Sales

Naperville, IL · On-site

$200K - $250K/yr

... DCIO) and distribution channels (direct, consultant relations, cross-sell). This position's primary objective is to identify, contact, qualify and close new institutional investment management ...

TIAA

Internal Advisor Consultant

Charlotte, NC · On-site

$54K - $70K/yr

... DCIO, etc. Educational Requirements * University (Degree) Preferred Work Experience * 2+ Years ... A strong combination of sales and analytical skills * Significant knowledge of the financial ...

TIAA

Internal Advisor Consultant

Charlotte, NC · On-site

$54K - $70K/yr

... DCIO, etc. Educational Requirements * University (Degree) Preferred Work Experience * 2+ Years ... A strong combination of sales and analytical skills * Significant knowledge of the financial ...

TIAA

Internal Advisor Consultant

Chicago, IL

$54K - $70K/yr

... DCIO, etc. Educational Requirements * University (Degree) Preferred Work Experience * 2+ Years ... A strong combination of sales and analytical skills * Significant knowledge of the financial ...

TIAA

Internal Advisor Consultant

Chicago, IL · On-site

$54K - $70K/yr

... DCIO, etc. Educational Requirements * University (Degree) Preferred Work Experience * 2+ Years ... A strong combination of sales and analytical skills * Significant knowledge of the financial ...

Manulife

$80K - $138K/yr

We are seeking an External Wholesaler to drive sales by deepening relationships with existing ... SMAs, DCIO, and Private Placement offerings * Build and strengthen client relationships by ...

TIAA

Internal Advisor Consultant

San Francisco, CA · On-site

$54K - $70K/yr

... DCIO, etc. Educational Requirements * University (Degree) Preferred Work Experience * 2+ Years ... A strong combination of sales and analytical skills * Significant knowledge of the financial ...

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Showing results 41-60

All JobsDcio Sales Jobs

Dcio Sales information

See salary details

$22.5K

$81.6K

$154.5K

How much do dcio sales jobs pay per year?

As of Aug 15, 2026, the average yearly pay for dcio sales in the United States is $81,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is the difference between Dcio Sales vs Sales Manager?

AspectDcio SalesSales Manager
Required CredentialsTypically a bachelor's degree in business, marketing, or related field; sales certificationsSame as Dcio Sales, often with additional leadership or management certifications
Work EnvironmentField sales, client meetings, and sales officesOffice-based with field visits; team management
Employer & Industry UsageUsed in tech, retail, and service industries for direct sales rolesCommon in various industries overseeing sales teams and strategies

While both roles focus on sales activities, Dcio Sales primarily involves direct sales and client engagement, whereas Sales Managers oversee sales teams and develop strategies. Dcio Sales is more hands-on with clients, while Sales Managers focus on team performance and planning.

What is a DCIO Sales professional?

DCIO Sales refers to 'Defined Contribution Investment Only' sales, which involve selling investment products specifically designed for defined contribution retirement plans, such as 401(k)s. Professionals in DCIO sales work with financial advisors, plan sponsors, and consultants to help them select and implement investment options for retirement plans. Their role often includes providing education, product information, and ongoing support to ensure that plan participants have access to suitable investment choices. The focus is on institutional sales rather than retail, targeting the retirement plan market.

How does a DCIO Sales professional typically collaborate with financial advisors and internal investment teams?

In a DCIO (Defined Contribution Investment Only) Sales role, professionals act as a vital link between financial advisors, retirement plan consultants, and the firm's investment teams. They regularly meet with advisors to understand client needs, provide product education, and recommend tailored investment solutions for retirement plans. Collaboration with internal teams is essential to stay updated on product developments, compliance requirements, and market trends, ensuring that advisors receive accurate and timely support. Successful DCIO Sales professionals build strong relationships through effective communication and a deep understanding of both investment products and the retirement plan landscape.

Which Dcio Sales job pays the most?

The highest-paying Dcio Sales roles are typically senior sales manager or director positions, which offer higher base salaries and commission potential. These roles often require extensive experience, strong negotiation skills, and a proven track record of sales performance.

What are the key skills and qualifications needed to thrive as a DCIO Sales professional?

To excel in DCIO (Defined Contribution Investment Only) Sales, you need a solid understanding of retirement plan products, financial markets, and sales strategies, typically supported by a bachelor’s degree and relevant FINRA licenses (e.g., Series 6, 63, or 65). Familiarity with CRM platforms, investment analysis tools, and retirement plan recordkeeping systems is crucial. Strong relationship-building, communication, and negotiation skills set top performers apart in this role. These competencies are essential for effectively driving sales, building trust with advisors and plan sponsors, and navigating the competitive retirement plan marketplace.
More about Dcio Sales jobs

What states have the most Dcio Sales jobs?

States with the most job openings for Dcio Sales jobs include:

What job categories do people searching Dcio Sales jobs look for?

The top searched job categories for Dcio Sales jobs are:

Dcio Sales jobs near you
Infographic showing various Dcio Sales job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $81,617 per year, or $39.2 per hour.

Regional Sales Director - Western US

Definiti

Cary, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Job Type
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
PURPOSE OF POSITION
The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory. Create new financial advisor relationships that will ultimately sell Definiti retirement solutions - including traditional Defined Contribution/Defined Benefit administration TPA services (including Cash Balance as well as Actuarial), 3(16) services, pension outsourcing, and full-scope retirement consulting. These solutions will be sold through all financial intermediaries that reside in assigned territory - across all plan size markets. The ideal candidate for this opportunity will reside in the assigned territory.
PRIMARY DUTIES AND RESPONSIBILITIES
  • Wholesale Definiti retirement solutions in assigned region
  • Develop new financial advisor relationships that will generate proposals and sales in assigned region
  • Obtain sales goal in assigned territory by prospecting new clients
  • Maintain a network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement service-focused professionals
  • Foster plan sponsor relationships through direct meetings with key contacts and partners
  • Manage travel, entertainment, and distribution partnership budgets where necessary
  • Manage a territory of targeted relationships
  • Maintain appropriate data to analyze challenges, success, and opportunities
  • Partner with leadership to create and implement strategies for accelerated growth

Requirements
COMPETENCIES REQUIRED
  • Territory Management: Strategically plan and prioritize accounts, allocate time effectively, and ensure consistent coverage across the territory
  • Pipeline Building: Generate leads through prospecting, networking, and leveraging marketing support to create a strong and sustainable sales funnel
  • Relationship Building: Develop intermediary relationships, such as Financial Advisors, Benefit Brokers, CPAs, etc.
  • Exceptional communication, interpersonal, and time management skills

EDUCATION AND QUALIFICATIONS
  • High School Diploma or GED required
  • Bachelor's degree preferred
  • Five years of proven sales experience with minimum two to three years in the retirement or financial services space.
  • Ability to manage a region with established advisor connections in that region.
  • Solid working knowledge of retirement plan services preferred
  • Travel required within territory; approximately 50% or as needed

REMOTE WORKING REQUIREMENTS
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

BENEFITS
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
  • 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

Apply