Regional Sales Director

This is a fully remote position, open to applicants in California.

📋 Description

• Cultivate and enhance relationships with advisors, intermediaries, attorneys, and accountant centers of influence across the West Coast region.

• Establish and sustain a robust network to generate new sales leads and opportunities tailored to the Western U.S. market.

• Assess client needs and propose suitable ESOP consulting and administration solutions.

• Present and demonstrate the value and functionality of services effectively.

• Implement sales strategies to achieve or surpass revenue and territorial targets.

• Maintain continuous communication with customers to guarantee satisfaction and foster long-term engagement.

• Address post-sale concerns and ensure a seamless client experience.

• Reconnect with existing and former clients by sharing updates on new services, enhancements, and opportunities.

• Keep meticulous records of sales activities, including calls, opportunities, successes, and setbacks.

• Monitor and document customer interactions and relationship progress.

• Provide regular forecasts for the territory and updates on the sales pipeline to leadership.

• Undertake additional responsibilities as assigned to support sales objectives.

⛳️ Requirements

• Bachelor's degree in Business or a related field is preferred.

• Required: Direct experience in ESOP (Employee Stock Ownership Plan) sales, consulting, administration, or a related industry, with a solid understanding of ESOP plan design, implementation, and ongoing services.

• Preferred: At least 3 years of outside sales experience, encompassing business development, prospecting, and relationship management.

• Proven success in cold calling HR and Finance executives.

• Experience collaborating with advisors, intermediaries, attorneys, and accountants as sources of referral.

• Strong familiarity with and established network in the West Coast market is preferred.

• Excellent presentation and communication skills.

• Willingness and capability to learn new systems and tools as required.

🏝️ Benefits

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)

• 401(k) with company match + HSA with company contribution

• Generous PTO for parental leave, vacation, and holiday time

• Support for certifications, association dues, and professional development

• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities