Regional Sales Director, (CRS)
The Regional Sales Director at Strongpoint Partners is a pivotal role focused on driving the growth of retirement plan administration and consulting services within a designated territory. This position represents Creative Retirement Systems (CRS), a Strongpoint Partner firm, and collaborates closely with Strongpoint's National Sales Organization and local experts to promote comprehensive retirement solutions to financial advisors, recordkeepers, plan sponsors, and other industry professionals. The ideal candidate will possess a deep understanding of the qualified retirement plan marketplace, including both defined contribution and defined benefit plans, and have the ability to translate complex concepts into practical business solutions for advisors and employers.
Key responsibilities include developing and managing a robust pipeline of retirement plan opportunities within the assigned territory, identifying and cultivating new relationships with financial advisors, registered investment advisors (RIAs), broker-dealers, recordkeepers, certified public accountants (CPAs), and other retirement plan professionals. The role also involves generating new revenue opportunities through strategic prospecting, networking, referrals, and market engagement, as well as strengthening and expanding Strongpoint Partners' distribution network by building trusted relationships with key referral sources and industry partners. Additionally, the Regional Sales Director will serve as a consultative partner, delivering insights on retirement plan design, compliance strategies, administrative best practices, and plan optimization opportunities. Executing territory-specific business development plans aligned with organizational growth objectives and collaborating with internal teams to develop customized solutions are also essential aspects of this role.
Candidates should have experience in selling retirement plan, financial services, institutional, or professional service solutions, with strong business development, networking, and relationship management skills. A working knowledge of qualified retirement plans, including defined contribution plans, is required. Excellent communication and presentation abilities, with the capacity to simplify complex concepts for diverse audiences, are essential. The ideal candidate will be self-motivated, highly organized, and comfortable managing a territory with a consultative sales approach. Experience working within the retirement plan, third-party administration (TPA), recordkeeping, or wealth management industries is preferred. Knowledge of defined benefit and cash balance plans is also advantageous.
Compensation for this role includes a base salary of $100,000, complemented by incentive compensation. Specific benefits and programs may vary by partner and position.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritize accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. The company combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.