区域销售经理(TFG)
Regional Sales Manager (TFG)
我们是:
Strongpoint Partners 是一家技术驱动的退休服务平台,为中小型企业提供集成的退休第三方管理、记录保存、薪资和人力资源解决方案。被列为 Inc. 5000 美国增长最快的私营公司之一,并被认证为“值得工作的公司”,Strongpoint 提供一系列以准确性、合规性和降低监管风险为核心的解决方案,由了解其所服务市场细微差别的本地客户成功团队交付。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休无忧所需的体验和专业知识相结合。如需更多信息,请访问:www.strongpointpartners.com。
区域销售经理
地点:美国南部中央地区
首选地点:德克萨斯州达拉斯-沃斯堡
薪酬:基本工资 + 佣金
职位概述
Finway Group,Strongpoint Partners 的子公司,正在寻找一名区域销售经理,负责推动新业务发展并扩大美国南部中央地区的战略关系。
该职位将专注于与财务顾问、独立顾问(RIA)、经纪交易商、记录保存机构以及其他退休计划专业人士建立和加强合作关系,以提升 Finway Group 和 Strongpoint Partners 的退休计划解决方案的知名度和采用率,包括第三方管理(TPA)、3(16) 受托人服务以及集合雇主计划(PEP)解决方案。
理想的候选人应具备对退休计划行业的深入了解,在顾问群体中拥有广泛的人脉,并能够将复杂的退休计划概念转化为对合作伙伴和客户的实际咨询解决方案。
区域范围
区域销售经理将支持以下地区的业务发展:
- 德克萨斯州
- 俄克拉荷马州
- 密苏里州
- 堪萨斯州
- 阿肯色州
- 路易斯安那州
- 密西西比州的部分地区
优先考虑位于达拉斯-沃斯堡地区的候选人,但我们也欢迎该区域内其他符合条件的候选人。
主要职责
- 开发、培养并完成与财务顾问、独立顾问(RIA)、经纪交易商、记录保存机构及其他退休计划中介的新业务机会。
- 在美国南部中央地区扩展 Finway Group 和 Strongpoint Partners 的分销关系。
- 与财务顾问、注册会计师(CPAs)建立并维护长期关系。
查看英文原文
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Regional Sales Manager
Location: South Central United States
Preferred Location: Dallas–Fort Worth, TX
Compensation: Base Salary + Commission
Position Summary
Finway Group, a Strongpoint Partners firm, is seeking a Regional Sales Manager to drive new business development and expand strategic relationships across the South Central United States.
This role will focus on building and strengthening partnerships with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan professionals to grow awareness and adoption of Finway Group and Strongpoint Partners' retirement plan solutions, including Third-Party Administration (TPA), 3(16) Fiduciary Services, and Pooled Employer Plan (PEP) solutions.
The ideal candidate brings a strong understanding of the retirement plan industry, an established network within the advisor community, and the ability to translate complex retirement plan concepts into practical, consultative solutions for partners and clients.
Territory
The Regional Sales Manager will support business development throughout:
- Texas
- Oklahoma
- Missouri
- Kansas
- Arkansas
- Louisiana
- Portions of Mississippi
Candidates located in the Dallas–Fort Worth area are preferred, although we are open to qualified candidates located elsewhere within the territory.
Key Responsibilities
- 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 designed to increase awareness and adoption of Finway's retirement plan solutions.
- Serve as a trusted resource to partners by providing 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 solutions tailored to client and advisor needs.
- Maintain an active sales pipeline and provide consistent forecasting, activity reporting, and updates on business development efforts.
Qualifications
- 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.
Compensation: $100,000 base salary + incentive compensation
Our Value-Driven Employee Experience:
- 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.
**Specific benefits and programs may vary by partner and position.