Regional Sales Director, CRS

Strongpoint Partners

. Develop, manage, and convert a pipeline of retirement plan opportunities within the assigned territory .

Posted 11/5/2026full-timeRemote • Ohio • United StatesLead💰 $90,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan solutions, including defined contribution and defined benefit plans, while effectively managing relationships with financial advisors and industry partners. Proficient in business development strategies and utilizing CRM tools for sales tracking and forecasting.

Highest-signal resume keywords

Retirement Plan Solutions SalesBusiness DevelopmentRelationship ManagementHubSpot CRM ExperienceCommunication and Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan DesignCompliance StrategiesMarket EngagementSales Activity TrackingForecasting

Soft Skills

Self-MotivatedHighly OrganizedConsultative Sales Approach

Tools & Technologies

HubSpot CRM

Industry Keywords

Qualified Retirement PlansDefined Contribution PlansDefined Benefit PlansThird Party Administrator (TPA)Wealth Management

About the role

Key responsibilities & impact

Develop, manage, and convert a pipeline of retirement plan opportunities within the assigned territory
Identify and cultivate relationships with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan professionals
Generate new revenue through prospecting, networking, referrals, and market engagement
Strengthen Strongpoint Partners' distribution network and build relationships with referral sources and industry partners
Increase awareness of administration and consulting capabilities through advisor education and engagement
Provide insights on retirement plan design, compliance strategies, administrative best practices, and plan optimization
Communicate complex actuarial concepts, financial illustrations, and retirement plan structures clearly
Develop and implement territory-specific business development plans
Coordinate seminars, educational events, advisor meetings, and networking opportunities
Collaborate with actuarial consultants, relationship managers, and operations teams on customized solutions
Engage with the National Sales Team to share market intelligence, best practices, and growth opportunities
Maintain sales activity, opportunity tracking, and forecasting in HubSpot CRM
Monitor industry trends, regulatory developments, competitor activity, and emerging marketplace opportunities

Requirements

What you’ll need

Experience selling retirement plan, financial services, institutional, or professional service solutions
Strong business development, networking, and relationship management skills
Working knowledge of qualified retirement plans, including defined contribution plans
Excellent communication and presentation abilities with the capacity to simplify complex concepts for diverse audiences
Self-motivated, highly organized, and comfortable managing a territory with a consultative sales approach
Experience working within the retirement plan, TPA, recordkeeping, or wealth management industries preferred
Knowledge of defined benefit and cash balance plan design concepts preferred
Established relationships with financial advisors, recordkeepers, retirement plan consultants, CPAs, and other industry influencers preferred
Experience utilizing HubSpot or similar CRM platforms preferred

Benefits

Comp & perks

Hybrid and remote options available for many roles
Flexible PTO, including flexible and unlimited options
Support for ongoing learning and career development
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours