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Defined Contribution Remote Jobs in Raleigh, NC (NOW HIRING)

Definiti

Internal Sales Wholesaler

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... This role will leverage existing industry relationships, market trends and defined contribution ...

Definiti

Regional Sales Director - Eastern US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Contribution/Defined Benefit administration TPA services (including Cash Balance as well as ...

Definiti

Regional Sales Director - Western US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Contribution/Defined Benefit administration TPA services (including Cash Balance as well as ...

Trueline

Tax & Advisory Manager (Remote)

Raleigh, NC · Remote

$120K - $140K/yr

Clearly defined path toward partnership and firm ownership within approximately 3-5 years * Hybrid ... Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution

Trueline

Tax & Advisory Manager

Raleigh, NC · On-site +1

$120K - $140K/yr

Clearly defined path toward partnership and firm ownership within approximately 3-5 years * Hybrid ... Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution

Iatinsurancegroup

Claims Major Case Director

Raleigh, NC · On-site +1

$92K - $130K/yr

... remote arrangements for the ideal candidate. This role is a true complex claims handling role that ... Identifies and addresses subrogation/contribution/SIU opportunities. * Sets accurate/timely loss ...

Egnyte

Account Executive 2, AEC - East

Raleigh, NC · On-site +1

$70K - $85K/yr

Hybrid (for candidates within 50 miles radius of an office) or Remote (for candidates outside that ... S. geographic locations and pay varies based on defined markets. The standard base pay range for ...

Egnyte

Account Executive 2, AEC - East

Raleigh, NC · On-site +1

$70K - $85K/yr

Hybrid (for candidates within 50 miles radius of an office) or Remote (for candidates outside that ... S. geographic locations and pay varies based on defined markets. The standard base pay range for ...

All JobsDefined Contribution JobsDefined Contribution Remote JobsDefined Contribution Remote Jobs in Raleigh, NC

Defined Contribution Remote information

What are the key skills and qualifications needed to thrive as a Defined Contribution Specialist (Remote), and why are they important?

To thrive as a Defined Contribution Specialist (Remote), you need a solid understanding of retirement plan administration, ERISA regulations, and financial principles, often supported by a degree in finance or related field. Familiarity with recordkeeping platforms, payroll integration systems, and industry certifications like QKA or ASPPA are typically valued. Strong analytical thinking, attention to detail, and effective virtual communication skills set top performers apart in this role. These competencies ensure accurate plan administration, compliance, and clear client support in a remote environment.

What is a Defined Contribution Remote job?

A Defined Contribution Remote job typically refers to a role that supports defined contribution retirement plans, such as 401(k)s, from a remote location. Professionals in this field may work in plan administration, client services, compliance, or account management, assisting employers and employees with retirement planning and account management tasks. Remote positions allow these professionals to perform their duties from home or another offsite location using digital tools and communication platforms. These roles require knowledge of retirement plan regulations, excellent organizational skills, and strong communication abilities. The remote nature of the job offers flexibility while still providing crucial support to retirement plan participants.

How does a Defined Contribution professional collaborate with other departments in a remote setting?

Defined Contribution professionals often work closely with teams such as payroll, compliance, benefits administration, and IT, especially in a remote environment. Regular communication through virtual meetings, project management platforms, and secure data sharing tools is essential to ensure plan operations run smoothly and regulatory requirements are met. Building strong relationships and maintaining clear documentation helps overcome the challenges of remote collaboration, while also providing opportunities to contribute to cross-functional projects and process improvements.
What are popular job titles related to Defined Contribution Remote jobs in Raleigh, NC? For Defined Contribution Remote jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Defined Contribution Remote jobs in Raleigh, NC look for? The top searched job categories for Defined Contribution Remote jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Defined Contribution Remote jobs? Cities near Raleigh, NC with the most Defined Contribution Remote job openings:
Defined Contribution Remote jobs near you
Internal Sales Wholesaler

Internal Sales Wholesaler

Definiti

Cary, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 hours 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 Internal Sales Wholesaler will support the sales team and organization to achieve documented revenue goals through intermediaries such as Financial Advisors, Recordkeeper Wholesalers and CPAs. This role will leverage existing industry relationships, market trends and defined contribution market data to drive sales in assigned regions.
PRIMARY DUTIES AND RESPONSIBILITIES
  • Create and implement outbound call campaigns to drive awareness in assigned regions.
  • Identify and develop new financial advisor relationships in assigned territory through marketing campaigns and outbound calls.
  • Participate in point-of-sale meetings with prospects, advisors, and/or wholesalers.
  • Effectively communicate Definiti's value proposition, products, processes and fees to prospects and referral sources.
  • Deliver high quality, responsive service to all inbound requests for retirement plan product information and sales support.
  • Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping, Solo(k) plans).
  • Determine custom pricing required to meet minimum annual required revenue (ARR).
  • Lead advisors and prospective clients through completion of required sales documentation.
  • Review of client service agreement, plan specifications checklist and client information form to confirm all needed data is received in good order.
  • Follow up with assigned Sales Consultants to ensure smooth transition of new business paperwork.
  • Management of prospect illustration process to ensure delivery deadlines are met.
  • Maintain key data points in client database CRM system.
  • Ensure smooth transition from sales to implementation.

Requirements
COMPETENCIES REQUIRED
  • 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.

EDUCATION AND QUALIFICATIONS
  • 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

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

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