Regional Sales Director- Westcoast

Community Financial System, Inc.

3d•$80,000 - $139,633

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. 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

Requirements

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.

Responsibilities

Managing a geographic territory in the sale of institutional retirement plans.
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.
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