REGIONAL SALES DIRECTOR

Company: Community Financial System, Inc.
Location: Utica
Posted on: November 15, 2024

Job Description:

OverviewBPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.ResponsibilitiesDevelop 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.Essential RequirementsAbility to establish and maintain a steady sales pipeline in your assigned territoryConsistently follow a regular rotation of face-to-face meetings within your assigned territory with a focus on proposal generation to increase salesAn 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 goalsPolished sales skills for presenting to financial intermediaries and / or presentations to retirement plan committeesFee 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 offeringProactively seeks and supports the development of new initiatives to enhance BPAS' success and market presenceCompetent, goal oriented individual that can sustain high levels of activity, through both phone and in-person meetingsMotivated 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 relationshipsManage 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 membersCustomer Focused: Passionate drive to engage with our customers and offer unique solutions that deliver on their expectationsMust have valid driver's licenseResponsible for the completion of all compliance training related to the positionUnderstands all applicable laws and regulations that apply to the position and complies with the requirementsQualificationsUndergraduate degree or comparable work experience requiredExperience with defined contribution retirement plans requiredFive (5) or more years Financial Service Sales experience preferredProficiency in financial services sales, wholesaling, retirement products, relationship managementOratory skills with group presentations, panel discussions, educational seminarsMust 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 expectationsDrives performance targets to completionCommunity Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly

Keywords: Community Financial System, Inc., Utica , REGIONAL SALES DIRECTOR, Executive , Utica, New York