Regional Sales Manager

This is a fully remote position, open to applicants in Kansas, +5 more states.

📋 Description

• Identify, nurture, and secure new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and various retirement plan intermediaries.

• Enhance the distribution relationships of Finway Group and Strongpoint Partners across the South Central United States.

• Establish and sustain long-term connections with financial advisors, CPAs, ERISA attorneys, consultants, and other influential figures in the industry.

• Implement strategic sales initiatives to boost awareness and encourage the adoption of Finway's retirement plan solutions.

• Offer consultative insights on plan design, compliance factors, and administrative efficiencies.

• Recognize market opportunities while remaining updated on industry trends, competitive advancements, and regulatory modifications.

• Collaborate with internal operations and consulting teams to create customized solutions.

• Maintain an active sales pipeline and provide forecasting, activity reporting, and updates on business development.

⛳️ Requirements

• A minimum of 3 years of experience in retirement plan sales.

• In-depth knowledge of the retirement plan industry, encompassing plan design, retirement products, and associated solutions.

• Previous experience in selling TPA, 3(16), PEP, or other retirement plan services.

• Preference for candidates with external sales and territory development experience.

• Established connections with RIAs, retirement plan advisors, and other industry stakeholders are highly advantageous.

• Exceptional communication, presentation, organizational, and relationship-building abilities.

• Strong analytical skills with a keen attention to detail.

• Capability to manage multiple priorities independently in a dynamic, growth-focused environment.

• Self-driven with a proven record of successful business development.

🏝️ Benefits

• Hybrid and remote work options available for numerous roles.

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

• Support for continuous learning and career advancement.

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

• Incentive bonus programs.

• Flexible working hours.