[Hiring] Regional Sales Director @Community Financial System, Inc.

Role Description

As a Regional Sales Director, you will be responsible for managing a geographic territory in the sale of institutional retirement plans. Your responsibilities include:

• 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.
• Developing and executing a disciplined sales strategy within your territory to build and retain profitable, productive relationships.
• Generating proposals and closing new business opportunities to meet or exceed annual revenue goals.
• Being the external face of BPAS in your territory to find, build, and nurture partnerships with financial intermediaries.
• Establishing and maintaining a steady sales pipeline in your assigned territory.
• Consistently following a regular rotation of face-to-face meetings within your assigned territory with a focus on proposal generation to increase sales.
• Having an in-depth understanding of the retirement plan space with relationships and product knowledge in the assigned territory.
• Exhibiting a team player mentality and the ability to interface with other departments to drive common goals.
• Demonstrating polished sales skills for presenting to financial intermediaries and retirement plan committees.
• Handling fee quotes, pricing, proposals, RFP responses, and follow-ups.
• Possessing a passionate drive to meet and exceed client expectations and provide superior service.
• Proactively seeking and supporting the development of new initiatives to enhance BPAS’ success and market presence.
• Being a competent, goal-oriented individual capable of sustaining high levels of activity through both phone and in-person meetings.
• Motivating to find new prospects, secure meetings, and present services to financial partners.
• Supporting cross-selling strategies for existing clients and new relationships.
• Managing multiple facets of the sales process, including coordination of meetings, support material, follow-up tasks, phone calls, proposals, RFP responses, and presentations.
• Participating and providing input on marketing, advertising, and promotional strategies.
• Representing the company at national meetings or conferences, including public speaking and running panel discussions.
• Assisting with the compilation of competitive market intelligence and sharing insights with other sales team members.
• Being customer-focused with a passionate drive to engage with customers and offer unique solutions.

Qualifications

• Must have a 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 of Financial Service Sales experience preferred.
• Proficiency in financial services sales, wholesaling, retirement products, and relationship management.
• Oratory skills with group presentations, panel discussions, and educational seminars.
• Must live in and be prepared to spend significant time traveling throughout your assigned territory.
• 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.

Requirements

• Compensation: Commensurate with experience plus potential for annual merit increase.
• Benefits include: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, and more.

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.
• Occasionally lift and/or move up to 25 pounds.
• Have specific vision abilities required by this job, including close vision and the ability to focus.

Company Description

The Company is an Affirmative 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.