Regional Sales Director, (CRS)
Core
Drive new business growth for retirement plan administration and consulting services by building relationships with financial advisors, RIAs, and industry partners.
Role type
Regional Sales Director (TPA)
Builds
Retirement plan administration and consulting services for small- to mid-sized businesses
Domain
Retirement services / Financial services
Required skills
Business development, networking, relationship management, consultative selling, pipeline management, market intelligence, CRM proficiency
Preferred skills
Retirement plan industry experience, defined benefit/cash balance plan design knowledge, established industry relationships
Technologies
HubSpot CRM
Responsibilities
Develop and convert a robust pipeline of retirement plan opportunities, identify and cultivate relationships with financial advisors and RIAs, generate new revenue through strategic prospecting, strengthen distribution networks, deliver insights on retirement plan design and compliance, execute territory-specific business development plans, collaborate with actuarial consultants and operations teams, maintain accurate sales activity and forecasting in HubSpot CRM
Seniority
Senior, hands-on IC