Regional Sales Manager (TFG)
Core
Drive new business development and expand strategic relationships for retirement plan solutions (TPA, 3(16), PEP) across the South Central United States.
Role type
Regional Sales Manager
Builds
Retirement plan solutions for financial advisors, RIAs, broker-dealers, and recordkeepers
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement plan sales, TPA/3(16)/PEP expertise, territory development, consultative selling, relationship building, market analysis
Preferred skills
Established network with RIAs and advisors, external sales experience
Technologies
None stated
Responsibilities
Develop and close new business with financial advisors and intermediaries; Expand distribution relationships; Build long-term partnerships with centers of influence; Execute strategic sales initiatives; Provide consultative guidance on plan design and compliance; Identify market opportunities and industry trends; Partner with internal teams to develop tailored solutions; Maintain sales pipeline and provide forecasting
Seniority
Mid-level, hands-on IC