Strongpoint Partners - Regional Sales Director, (CRS)
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. • Knowledge of defined benefit and cash balance plan design concepts. • Established relationships with financial advisors, recordkeepers, retirement plan consultants, CPAs, and other industry influencers. • Experience utilizing HubSpot or similar CRM platforms for pipeline and activity management. • Pay Transparency Statement: • The anticipated pay range for this position is $90,000-$125,000 annually plus commission/bonus structure. • At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Drive New Business Growth • Develop, manage, and convert a robust pipeline of retirement plan opportunities within the assigned territory. • Identify and cultivate new relationships with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan professionals. • Generate new revenue opportunities through strategic prospecting, networking, referrals, and market engagement. • Expand Distribution Relationships • Strengthen and expand Strongpoint Partners' distribution network by building trusted relationships with key referral sources and industry partners. • Increase awareness of Howard Simon's administration and consulting capabilities through ongoing advisor education and engagement. • Serve as a Consultative Partner • Position Strongpoint Partners and Howard Simon as trusted resources by delivering insights on retirement plan design, compliance strategies, administrative best practices, and plan optimization opportunities. • Effectively communicate complex actuarial concepts, financial illustrations, and retirement plan structures in a clear and practical manner. • Execute Strategic Sales Initiatives • Develop and implement territory-specific business development plans aligned with organizational growth objectives. • Coordinate seminars, educational events, advisor meetings, and networking opportunities to increase market visibility and brand awareness. • Collaborate Across the Organization • Partner closely with actuarial consultants, relationship managers, and operations teams to develop customized solutions that meet advisor and client needs. • Engage regularly with Strongpoint's National Sales Team to share market intelligence, best practices, and growth opportunities. • Manage Pipeline & Market Intelligence • Maintain accurate sales activity, opportunity tracking, and forecasting within HubSpot CRM. • Stay current on industry trends, regulatory developments, competitor activity, and emerging opportunities within the retirement plan marketplace.
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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