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Regional Sales & Marketing Representative - PFS

Atlanta, GA

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. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), and CRP – California Retirement Plans (“CRP”), 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.  

Pension Financial Services ("PFS"), a Strongpoint Partners located in Atlanta, GA, seeks a highly motivated and ambitious Regional Sales Representative. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). As a Regional Sales Representative, you will be responsible for delivering against our growth initiatives across the Southeastern United States, working alongside the leadership at PFS and your sales and marketing colleagues across the Strongpoint Partners family of brands.  Growth initiatives include opening new channel partnerships with leading financial advisors, RK wholesaler partners, wirehouses, RIAs, and CPAs across our target markets and creating business development strategies alongside our recordkeeping and wholesaler partners who operate in the region to contract new clients. This is a fantastic opportunity for someone passionate about sales, thrives in a fast-paced environment, and wants to make a significant impact on our company's growth while being supported by a national network of retirement experts, all with the financial backing of one of the fastest growing Retirement Plan Consulting, Design, and Compliance organizations in the industry. 

**This is a hybrid opportunity in our Atlanta, GA office supporting our partner, Pension Financial Services (PFS).**

What you'll do: 

  • Identify and target Retirement Plan Design, Consulting, and Compliance clients 
  • Build and maintain strong relationships with key partners, including Advisors, RK wholesalers, RIAs & CPAs, to develop leads and opportunities 
  • Effectively communicate the unique value proposition of PFS and Strongpoint Partners to prospective partners and clients, highlighting our unique competitive advantages and product differentiation 
  • Conduct solution sessions with client opportunities and partners 
  • Collaborate with internal teams, such as your hiring manager, your new business team members, and, if needed, the broader Strongpoint sales team members, to address client inquiries, resolve issues, and ensure client satisfaction 
  • Develop and implement sales strategies to achieve individual and team sales targets 
  • Stay up to date with industry trends and competitor offerings to maintain a competitive edge in the market 
  • Track and report on sales activities and performance metrics weekly via HubSpot

Who you are: 

  • 3+ years of experience in a sales role with proven track record of success
  • Knowledge of the retirement plan industry  
  • Strong interpersonal and communication skills, both written and verbal 
  • Excellent presentation and negotiation skills
  • Ability to build and maintain relationships with clients
  • Self-motivated and results-oriented with a strong work ethic
  • Proficient in using CRM software and other sales productivity tools and/or a willingness to learn
  • Ability to work effectively in a team environment and collaborate across departments
  • Bachelor's degree in business, marketing, or a related field is a plus
  • A passion for technology and the ability to quickly learn and adapt to new software platforms 
  • Bonus if you have ASPPA credentials!

 

Pay Transparency Statement:

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package of $60,000-75,000 base pay plus a comprehensive commission & benefits program.

 

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

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