Regional Sales Director, Retirement Plans (Remote)

Community Bank, N.A.; United States; A distancia; USD 80.000 - 139.633; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Descripción de la vacante

Community Financial System, Inc. (CFSI) is seeking a Regional Sales Director to manage a geographic territory and drive sales of institutional retirement plans.

You will liaison with financial intermediaries and centers-of-influence, promoting BPAS services and building long-term, profitable relationships. The ideal candidate has extensive retirement products knowledge, strong sales experience, and excellent relationship-building skills.

Formación

• Valid driver's license.
• Willingness to travel across the territory.
• Understanding of financial services regulations.
• Team player with cross-department collaboration.

Responsabilidades

• Develop and execute a disciplined sales strategy within your territory to build and retain profitable relationships.
• Generate proposals and close new business opportunities to meet revenue goals.
• Be the external face of BPAS in your territory to foster partnerships with financial intermediaries.
• Maintain a steady sales pipeline and regular face-to-face meetings in your territory.
• Demonstrate in-depth knowledge of retirement plans and cross-sell across RIAs, Wires, and corporate trustees.
• Present to retirement plan committees and financial intermediaries; defend value proposition and fee schedules.
• Coordinate proposals, RFPs, and implementation documents; manage the sales process end-to-end.
• Contribute to marketing, advertising, and promotional activities; represent the company at conferences.
• Stay compliant with laws and internal controls; complete required trainings on time.

Conocimientos

Sales experience

Retirement products knowledge

Relationship management

Public speaking

Travel readiness

Educación

Undergraduate degree or comparable work experience

5+ years financial services sales experience

Descripción del empleo

Community Financial System, Inc. (CFSI) is seeking a Regional Sales Director to manage a geographic territory and drive sales of institutional retirement plans.

You will liaison with financial intermediaries and centers-of-influence, promoting BPAS services and building long-term, profitable relationships. The ideal candidate has extensive retirement products knowledge, strong sales experience, and excellent relationship-building skills.