Regional Sales Manager (TFG)

The role

The Regional Sales Manager will drive new business development and expand strategic relationships across the South Central United States. This role focuses on building partnerships with financial advisors, RIAs, broker-dealers, and other retirement plan professionals to grow adoption of retirement plan solutions.

What you will do

• Develop, cultivate, and close new business opportunities with retirement plan intermediaries.
• Expand distribution relationships throughout the South Central United States.
• Build and maintain long-term relationships with financial advisors, CPAs, ERISA attorneys, and consultants.
• Execute strategic sales initiatives to increase awareness and adoption of retirement plan solutions.
• Provide consultative guidance on plan design, compliance, and administrative efficiencies.
• Identify market opportunities and stay informed of industry trends and regulatory changes.
• Partner with internal operations and consulting teams to develop tailored solutions.
• Maintain an active sales pipeline and provide forecasting and activity reporting.

Required qualifications

• Minimum of 3 years of retirement plan sales experience
• Strong knowledge of the retirement plan industry, including plan design and retirement products
• Experience selling TPA, 3(16), PEP, or other retirement plan services
• 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 environment
• Self-motivated with a demonstrated track record of successful business development

Nice to have

• External sales and territory development experience
• Established relationships with RIAs, retirement plan advisors, and other industry partners
• Located in the Dallas–Fort Worth area

Benefits

• Flexible Workplace – Hybrid and remote options available
• Flexible PTO, including flexible and unlimited options
• Inclusive Environment
• Growth Opportunities
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It offers retirement third party administration, recordkeeping, payroll, and HR solutions.