Regional Sales Manager

Strongpoint Partners

. Develop, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan intermediaries .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan sales, including plan design and compliance, while effectively building and maintaining relationships with financial advisors and industry partners. Proven ability to execute strategic sales initiatives and manage a sales pipeline in a fast-paced environment.

Highest-signal resume keywords

Retirement Plan Sales ExperiencePlan Design KnowledgeRelationship BuildingBusiness DevelopmentAnalytical 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 ProductsTPA Services3(16) ServicesPEP ServicesSales ForecastingActivity ReportingConsultative GuidanceMarket Opportunity Identification

Soft Skills

Communication SkillsPresentation SkillsOrganizational SkillsAttention to DetailSelf-Motivated

Industry Keywords

Financial AdvisorsRIAsBroker-DealersRecordkeepersERISA AttorneysConsultantsRetirement Plan IntermediariesDistribution RelationshipsCompliance ConsiderationsStrategic Sales Initiatives

About the role

Key responsibilities & impact

Develop, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan intermediaries
Expand Finway Group and Strongpoint Partners' distribution relationships throughout the South Central United States
Build and maintain long-term relationships with financial advisors, CPAs, ERISA attorneys, consultants, and other centers of influence
Execute strategic sales initiatives to increase awareness and adoption of Finway's retirement plan solutions
Provide consultative guidance on plan design, compliance considerations, and administrative efficiencies
Identify market opportunities and stay informed of industry trends, competitive developments, and regulatory changes
Partner with internal operations and consulting teams to develop tailored solutions
Maintain an active sales pipeline and provide forecasting, activity reporting, and business development updates

Requirements

What you’ll need

Minimum of 3 years of retirement plan sales experience
Strong knowledge of the retirement plan industry, including plan design, retirement products, and related solutions
Experience selling TPA, 3(16), PEP, or other retirement plan services
External sales and territory development experience preferred
Established relationships with RIAs, retirement plan advisors, and other industry partners are highly desirable
Excellent communication, presentation, organizational, and relationship-building skills
Strong analytical skills and attention to detail
Ability to independently manage multiple priorities in a fast-paced, growth-oriented environment
Self-motivated with a demonstrated track record of successful business development

Benefits

Comp & perks

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