Regional Sales Director - West Coast

Transition Finance Strategies • Riverside, CA

21h • Remote

About The Position

Where Technical Expertise Meets Purpose-Driven Impact. Use your ESOP Sales expertise to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through 401(k) services and Employee Stock Ownership Plans (ESOPs), we empower employees across the country to take ownership of their financial futures. We are proud to be nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services, which includes 401(k), defined benefit (DB), cash balance (CB), and other qualified retirement plans. Whether remote or based in one of our offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees. About Blue Ridge Associates: We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Monrovia, CA, and Maple Grove, MN, although our client base is nationwide.

Requirements

• Direct ESOP (Employee Stock Ownership Plan) sales, consulting, administration, or related industry experience with a strong understanding of ESOP plan design, implementation, and ongoing services.
• Excellent interpersonal and customer relationship skills.
• Strong sales, negotiation, and closing capabilities.
• High level of organization with strong attention to detail.
• Analytical and problem-solving skills.
• Ability to work effectively in a fast-paced and sometimes high-pressure environment.
• Proficiency in Microsoft Office Suite or similar tools.
• Must be authorized to work in the US.

Nice To Haves

• Bachelor’s degree in Business or related field preferred.
• Minimum of 3 years of outside sales experience, including business development, prospecting, and relationship management.
• Demonstrated success in cold calling HR and Finance executives.
• Experience working with advisors, intermediaries, attorneys, and accountants as referral sources.
• Strong familiarity with and established network within the West Coast market preferred.
• Strong presentation and communication skills.
• Willingness and ability to learn new systems and tools as needed.

Responsibilities

• Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region.
• Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market.
• Identify client needs and recommend appropriate ESOP consulting and administration solutions.
• Deliver presentations and demonstrations highlighting the value and functionality of services.
• Execute sales strategies to meet or exceed revenue and territory targets.
• Maintain ongoing communication with customers to ensure satisfaction and long-term engagement.
• Resolve post-sale issues and ensure a smooth client experience.
• Re-engage existing and past clients by sharing new services, enhancements, and opportunities.
• Maintain detailed records of sales activities including calls, opportunities, wins, and losses.
• Track and document customer interactions and relationship developments.
• Provide regular territory forecasts and pipeline updates to leadership.
• Perform additional duties as assigned to support sales objectives.

Benefits

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and professional development
• A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior