Regional Sales Director, CRS

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

📋 Description

• Identify and cultivate new business opportunities while strengthening distribution partnerships to support Strongpoint Partners’ retirement plan services in Cleveland and the broader Ohio region.

• Engage with advisors, recordkeepers, and industry partners to advocate for third-party administration solutions and actuarial consulting services.

• Recognize, develop, and finalize opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and retirement plan intermediaries.

• Enhance Strongpoint’s and CRS’s distribution network throughout Northeast Ohio and the entire state.

• Foster long-term relationships with advisors, recordkeepers, CPAs, ERISA attorneys, and consultants.

• Implement targeted sales strategies and organize local events to raise awareness of CRS services.

• Offer consultative insights regarding plan design, compliance, and administrative efficiency.

• Keep abreast of industry trends, competitor activities, and regulatory changes impacting retirement plans and TPA.

• Collaborate with CRS actuarial consulting, operations, and Strongpoint platform teams to deliver tailored solutions.

• Maintain an active sales pipeline and report on opportunities, forecasts, and business development activities through HubSpot CRM.

• Report to the Strongpoint National Sales organization and represent Creative Retirement Systems (CRS).

⛳️ Requirements

• Proven experience in retirement plan sales, financial services distribution, or institutional sales.

• A background in either internal or external financial services sales is highly preferred.

• Knowledge of third-party administration (TPA), defined contribution plans, and defined benefit/cash balance plans.

• Established connections with financial advisors, recordkeepers, and retirement plan consultants in Cleveland or other areas in Ohio are preferred.

• Excellent presentation, networking, and relationship-building abilities.

• Capacity to clearly and consultatively explain complex retirement plan concepts.

• Self-driven with strong organizational and pipeline management capabilities.

• Willingness to travel across Ohio to meet with advisors, centers of influence, and potential clients.

• Strong skills in relationship-building and communication.

• Ability to swiftly establish credibility with financial advisors.

• Highly organized with a disciplined approach to follow-up.

• An eagerness to learn about retirement plan structures and regulations.

• A collaborative mindset that spans sales, marketing, and operations teams.

• A results-oriented, proactive approach to business development.

🏝️ Benefits

• Hybrid and remote work options are available for many positions.

• Competitive paid time off, including flexible and unlimited options.

• Support for continuous learning and career advancement.

• Comprehensive health, dental, vision, life, and disability coverage.

• Incentive bonus programs.

• Flexible working hours.

• An inclusive environment that values diversity, collaboration, and respect.

• Specific benefits and programs may differ by partner and position.