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About the job

Overview

BPAS is a national provider of retirement plan administration, employee benefit solutions, and fiduciary and trust services. For more than 50 years, we’ve redefined what it means to be a benefits partner. We combine deep expertise, transparent service, and a people-first approach to make benefit plans easier, smarter, and more effective for everyone involved.

As a financially stable subsidiary of Community Financial Systems, Inc. (NYSE: CBU), we support 10,375 plans, $132 billion in trust assets, $1.3 trillion in fund administration, and more than 980,000 participants in partnership with advisors, trustees, and financial professionals across the nation. One partner. Smarter benefits. Better results .

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

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

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 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.

Minimum

USD $80,000.00/Yr. Maximum

USD $139,633.00/Yr.