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Remote Chat Sales 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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...

ForgeFit

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 ...

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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...

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 ... the chat feature for quick communications. We utilize many Microsoft Teams features (such as ...

Orkin

Customer Service Agent_Seasonal

Raleigh, NC · Remote

We have a FAST PACED , fully remote Customer Contact Center with dedicated inbound and outbound sales, customer service, retention, chat, and a bilingual team. Our Seasonal Customer Service Tele ...

All JobsChat Sales JobsRemote Chat Sales JobsRemote Chat Sales Jobs in Raleigh, NC

Remote Chat Sales information

What is the difference between Remote Chat Sales vs Remote Customer Support Representative?

AspectRemote Chat SalesRemote Customer Support Representative
Primary RoleEngages customers to promote and sell products/services via chatAssists customers with inquiries, troubleshooting, and support via chat
Required SkillsSales techniques, product knowledge, communication skillsCustomer service skills, problem-solving, patience
Work EnvironmentOnline chat platforms, sales CRM toolsHelpdesk software, chat support systems
Common CertificationsSales certifications, communication coursesCustomer 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:
Remote Chat Sales jobs near you
Infographic showing various Remote Chat Sales job openings in Raleigh, NC as of July 2026, with employment types broken down into 57% Full Time, 11% Part Time, 1% Temporary, and 31% Contract. Highlights an 81% Physical, 1% Hybrid, and 18% Remote job distribution.
Internal Sales Wholesaler

Internal Sales Wholesaler

Definiti

Cary, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 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
  • 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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