Regional Sales Director, CRS

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🔥 1 minute ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $90k - $125k / year

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 20%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Develop, manage, and convert a pipeline of retirement plan opportunities within the assigned territory • Identify and cultivate relationships with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan professionals • Generate new revenue through prospecting, networking, referrals, and market engagement • Strengthen Strongpoint Partners' distribution network and build relationships with referral sources and industry partners • Increase awareness of administration and consulting capabilities through advisor education and engagement • Provide insights on retirement plan design, compliance strategies, administrative best practices, and plan optimization • Communicate complex actuarial concepts, financial illustrations, and retirement plan structures clearly • Develop and implement territory-specific business development plans • Coordinate seminars, educational events, advisor meetings, and networking opportunities • Collaborate with actuarial consultants, relationship managers, and operations teams on customized solutions • Engage with the National Sales Team to share market intelligence, best practices, and growth opportunities • Maintain sales activity, opportunity tracking, and forecasting in HubSpot CRM • Monitor industry trends, regulatory developments, competitor activity, and emerging marketplace opportunities

🎯 Requirements

• Experience selling retirement plan, financial services, institutional, or professional service solutions • Strong business development, networking, and relationship management skills • Working knowledge of qualified retirement plans, including defined contribution plans • Excellent communication and presentation abilities with the capacity to simplify complex concepts for diverse audiences • Self-motivated, highly organized, and comfortable managing a territory with a consultative sales approach • Experience working within the retirement plan, TPA, recordkeeping, or wealth management industries preferred • Knowledge of defined benefit and cash balance plan design concepts preferred • Established relationships with financial advisors, recordkeepers, retirement plan consultants, CPAs, and other industry influencers preferred • Experience utilizing HubSpot or similar CRM platforms preferred

🏖️ Benefits

• Hybrid and remote options available for many roles • Flexible PTO, including flexible and unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours

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