IT Services, Management Consulting, Supply Chain Management, Logistics & Supply Chain

Regional Sales Manager (TFG)

RemoteRemoteFull TimeManager / HeadPosted 1 month ago

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Required skills

Retirement plan sales
TPA
PEP
plan design
retirement products
sales pipeline
forecasting
territory development
financial advisors
RIAs

Nice to have

external sales
ERISA attorneys
consultants

Role summary

Finway Group is seeking a Regional Sales Manager for the South Central United States, preferably in the Dallas-Fort Worth area. The role focuses on developing new business and expanding relationships with financial advisors, RIAs, broker-dealers, and recordkeepers to promote retirement plan solutions like TPA, 3(16) Fiduciary Services, and PEP. The ideal candidate has at least 3 years of retirement plan sales experience, strong industry knowledge, and established networks. Responsibilities include managing a sales pipeline, providing consultative guidance, and executing sales strategies. The position offers a base salary of $100,000 plus commission and hybrid/remote work options.

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.

Regional Sales Manager

Location: South Central United StatesPreferred Location: Dallas–Fort Worth, TXCompensation: Base Salary + Commission

Position Summary

Finway Group, a Strongpoint Partners firm, is seeking a Regional Sales Manager to drive new business development and expand strategic relationships across the South Central United States.

This role will focus on building and strengthening partnerships with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan professionals to grow awareness and adoption of Finway Group and Strongpoint Partners' retirement plan solutions, including Third-Party Administration (TPA), 3(16) Fiduciary Services, and Pooled Employer Plan (PEP) solutions.

The ideal candidate brings a strong understanding of the retirement plan industry, an established network within the advisor community, and the ability to translate complex retirement plan concepts into practical, consultative solutions for partners and clients.

Territory

The Regional Sales Manager will support business development throughout:

Texas

Oklahoma

Missouri

Kansas

Arkansas

Louisiana

Portions of Mississippi

Candidates located in the Dallas–Fort Worth area are preferred, although we are open to qualified candidates located elsewhere within the territory.

Key Responsibilities

Develop, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan intermediaries.

Expand Finway Group and Strongpoint Partners' distribution relationships throughout the South Central United States.

Build and maintain long-term relationships with financial advisors, CPAs, ERISA attorneys, consultants, and other centers of influence.

Execute strategic sales initiatives designed to increase awareness and adoption of Finway's retirement plan solutions.

Serve as a trusted resource to partners by providing consultative guidance on plan design, compliance considerations, and administrative efficiencies.

Identify market opportunities and stay informed of industry trends, competitive developments, and regulatory changes.

Partner with internal operations and consulting teams to develop solutions tailored to client and advisor needs.

Maintain an active sales pipeline and provide consistent forecasting, activity reporting, and updates on business development efforts.

Qualifications

Minimum of 3 years of retirement plan sales experience.

Strong knowledge of the retirement plan industry, including plan design, retirement products, and related solutions.

Experience selling TPA, 3(16), PEP, or other retirement plan services.

External sales and territory development experience preferred.

Established relationships with RIAs, retirement plan advisors, and other industry partners are highly desirable.

Excellent communication, presentation, organizational, and relationship-building skills.

Strong analytical skills and attention to detail.

Ability to independently manage multiple priorities in a fast-paced, growth-oriented environment.

Self-motivated with a demonstrated track record of successful business development.Compensation: $100,000 base salary + incentive compensation

Our Value-Driven Employee Experience:

Flexible Workplace – Hybrid and remote options available for many roles.

Flexible PTO – Competitive paid time off, including flexible & unlimited options.

Inclusive Environment – A culture that values diversity, collaboration, and respect.

Growth Opportunities – Support for ongoing learning and career development.

Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

Ready to apply?

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