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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
Remote Customer Service Specialist
Raleigh, NC · On-site +1
$16.50 - $21.75/hr
Respond to customer inquiries via phone, email, and chat with professionalism and care * Help ... Track and resolve issues quickly by collaborating with fulfillment, sales, and service teams * Keep ...
Remote Customer Service Specialist
Raleigh, NC · On-site +1
$16.50 - $21.75/hr
Respond to customer inquiries via phone, email, and chat with professionalism and care * Help ... Track and resolve issues quickly by collaborating with fulfillment, sales, and service teams * Keep ...
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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...
Channel Manager
Cary, NC · On-site +1
$140K - $141K/yr
Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Working closely with the Definiti Sales team, the Channel Manager develops and executes channel ...
Channel Manager
Cary, NC · On-site +1
$140K - $141K/yr
Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Working closely with the Definiti Sales team, the Channel Manager develops and executes channel ...
Benefits Sales Representative - Work From Home
Raleigh, NC · Remote
$65K/yr
As a remote Benefits Representative, you play a pivotal role in helping families protect their ... During the overview, you'll have the chance to chat with our team members and ask any questions.
Quick apply
Benefits Sales Representative - Work From Home
Raleigh, NC · Remote
$65K/yr
As a remote Benefits Representative, you play a pivotal role in helping families protect their ... During the overview, you'll have the chance to chat with our team members and ask any questions.
Benefits Sales Representative - Work From Home
Durham, NC · Remote
$65K/yr
As a remote Benefits Representative, you play a pivotal role in helping families protect their ... During the overview, you'll have the chance to chat with our team members and ask any questions.
Quick apply
Benefits Sales Representative - Work From Home
Durham, NC · Remote
$65K/yr
As a remote Benefits Representative, you play a pivotal role in helping families protect their ... During the overview, you'll have the chance to chat with our team members and ask any questions.
Customer Service Supervisor PBM
Cary, NC · Remote
$58K - $65K/yr
Handles overflow for calls, chat, and emails as needed especially during peak * Maintain and ... This is a remote position.
Quick apply
Customer Service Supervisor PBM
Cary, NC · Remote
$58K - $65K/yr
Handles overflow for calls, chat, and emails as needed especially during peak * Maintain and ... This is a remote position.
The team works across Marketing, Sales, Market Access, Medical, and Operations to build scalable AI ... Claude, Chat GPT, Gemini. * Must be able to work full-time (35-40 hours/week) throughout the ...
The team works across Marketing, Sales, Market Access, Medical, and Operations to build scalable AI ... Claude, Chat GPT, Gemini. * Must be able to work full-time (35-40 hours/week) throughout the ...
Remote Chat Sales information
What is the difference between Remote Chat Sales vs Remote Customer Support Representative?
| Aspect | Remote Chat Sales | Remote Customer Support Representative |
|---|---|---|
| Primary Role | Engages customers to promote and sell products/services via chat | Assists customers with inquiries, troubleshooting, and support via chat |
| Required Skills | Sales techniques, product knowledge, communication skills | Customer service skills, problem-solving, patience |
| Work Environment | Online chat platforms, sales CRM tools | Helpdesk software, chat support systems |
| Common Certifications | Sales certifications, communication courses | Customer service certifications, technical training |
While both roles involve remote chat interactions, Remote Chat Sales focuses on selling and promoting products, requiring sales skills and persuasion. In contrast, Remote Customer Support Representatives primarily assist customers with issues, emphasizing problem-solving and support skills. Both roles often use similar tools and may require related certifications, but their core objectives differ significantly.
What are the most commonly searched types of Chat Sales jobs in Raleigh, NC? The most popular types of Chat Sales jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Chat Sales jobs? Cities near Raleigh, NC with the most Remote Chat Sales job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 18 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 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
Requirements
COMPETENCIES REQUIRED
EDUCATION AND QUALIFICATIONS
REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
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