Regional Sales Director- Westcoast

OneGroup; United States; On-site; USD 80,000 - 139,633; Full time

Benefits offered by this job

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Job summary

A financial services company is seeking a Regional Sales Director in Scranton, PA. This role involves managing a sales territory for institutional retirement plans, executing sales strategies, and building profitable client relationships. The ideal candidate will have five or more years of financial services sales experience and a proven track record in meeting performance expectations. Competitive compensation, 401K with a generous match, and other benefits are offered.

Qualifications

• Must have valid driver’s license.
• Five (5) or more years Financial Service Sales experience preferred.
• Demonstrated track record of consistently meeting and/or exceeding performance expectations.

Responsibilities

• Manage a sales territory for institutional retirement plans.
• Develop and execute sales strategy for building client relationships.
• Generate proposals and close new business opportunities.

Skills

Sales experience

Communication skills

Financial products knowledge

Relationship management

Education

Undergraduate degree or comparable work experience

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

As a Regional Sales Director, you will be responsible for managing a geographic territory in the sale of institutional retirement plans. You are responsible for providing regular contact and support to financial intermediaries (registered investment advisors, corporate trustees and other financial partners), and centers‑of‑influence within your defined territory - delivering proactive, ongoing promotion, and sales of BPAS services.

• Develop and execute a disciplined sales strategy within your territory to build and retain profitable, productive relationships by providing consultative sales support.
• You are responsible for proposal generation and “closing” new business opportunities to meet or exceed annual revenue goals.
• Be the external face of BPAS in your territory to find, build and nurture partnerships with financial intermediaries to their greatest potential.
• Ability to establish and maintain a steady sales pipeline in your assigned territory
• Consistently follow a regular rotation of face‑to‑face meetings within your assigned territory with a focus on proposal generation to increase sales
• An in‑depth, comprehensive understanding of the retirement plan space with relationships and product knowledge in the assigned territory and experience selling all retirement channels: RIAs, Wires, Corporate Trustees, etc.
• Team player mentality and ability to interface with other departments to drive our common goals
• Polished sales skills for presenting to financial intermediaries and / or presentations to retirement plan committees
• Fee quotes, pricing, proposals, RFPs responses and follow up. Defending our value proposition, services and fee schedule against competitors.
• Must possess a passionate drive to meet and exceed client expectations and provide a superior service offering
• Proactively seeks and supports the development of new initiatives to enhance BPAS’ success and market presence
• Competent, goal oriented individual that can sustain high levels of activity, through both phone and in‑person meetings
• Motivated to find new prospects, secure meetings, present our services then begin working with financial partners on new opportunities.
• Support cross‑selling strategies for existing clients, as well as new relationships
• Manage multiple facets of the sales process, including coordination of meetings, support material, follow‑up tasks, phone calls, proposals and RFP responses, presentations, obtaining implementation documents, etc.
• Participate and provide input on marketing, advertising and promotional strategies, which may include writing blog posts, social media activity, networking events, etc.
• Represent the company at national meetings or conferences, including public speaking, running panel discussions or other opportunities.
• Assist with the compilation of competitive market intelligence and share insights with other sales team members
• Customer Focused: Passionate drive to engage with our customers and offer unique solutions that deliver on their expectations

Qualifications

• Must have valid driver’s license
• Responsible for the completion of all compliance training related to the position
• Understands all applicable laws and regulations that apply to the position and complies with the requirements
• Undergraduate degree or comparable work experience required
• Experience with defined contribution retirement plans required
• Five (5) or more years Financial Service Sales experience preferred
• Proficiency in financial services sales, wholesaling, retirement products, relationship management
• Oratory skills with group presentations, panel discussions, educational seminars
• Must live in and be prepared to spend significant time traveling throughout your assigned territory. When not travelling, must be able to excel at working remotely.
• Demonstrated track record of consistently meeting and/or exceeding performance expectations
• Drives performance targets to completion
• All applicants must be 18 years of age or older.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmitive Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $80,000.00 / Yr.

Maximum

USD $139,633.00 / Yr.