Regional Sales Director, (CRS)

The role

The TPA Sales Consultant develops new business opportunities and deepens distribution relationships for retirement plan services. This role focuses on engaging advisors, recordkeepers, and industry partners across Northeast Ohio and the broader state.

What you will do

• Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries.
• Deepen and broaden the distribution network across Northeast Ohio and the rest of the state.
• Build long-term partnerships with advisors, recordkeepers, and centers of influence.
• Execute targeted sales strategies and local events to increase awareness of TPA services.
• Position the company as a trusted partner by providing insights on plan design, compliance, and administrative efficiency.
• Monitor industry trends, competitor activity, and regulatory developments.
• Partner with actuarial consulting and operations teams to deliver tailored solutions.
• Maintain an active sales pipeline and provide regular reporting through HubSpot CRM.

Required qualifications

• Experience in field retirement plan sales, financial services distribution, or institutional sales.
• Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans.
• Strong presentation, networking, and relationship-building skills.
• Ability to explain complex retirement plan concepts in a clear and consultative manner.
• Self-motivated with strong organizational and pipeline management skills.
• Willingness to travel throughout Ohio to meet with advisors, centers of influence, and prospective clients.

Nice to have

• Background in internal or external financial services sales
• Established relationships with financial advisors, recordkeepers, and retirement plan consultants in Cleveland or elsewhere in Ohio

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Inclusive Environment – A culture that values diversity, collaboration, and respect
• Growth Opportunities – Support for ongoing learning and career development
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage
• Workplace Perks – Incentive bonus programs, flexible hours, & more

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It includes Creative Retirement Systems (CRS), a full-service TPA serving Ohio businesses since 1979.