The job, in the employer's words
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 States
Preferred Location: Dallas–Fort Worth, TX
Compensation: 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:
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Texas
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Oklahoma
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Missouri
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Kansas
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Arkansas
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Louisiana
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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
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Develop, cultivate, and close new business opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, and other retirement plan intermediaries.
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Expand Finway Group and Strongpoint Partners' distribution relationships throughout the South Central United States.
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Build and maintain long-term relationships with financial advisors, CPAs, ERISA attorneys, consultants, and other centers of influence.
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Execute strategic sales initiatives designed to increase awareness and adoption of Finway's retirement plan solutions.
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Serve as a trusted resource to partners by providing consultative guidance on plan design, compliance considerations, and administrative efficiencies.
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Identify market opportunities and stay informed of industry trends, competitive developments, and regulatory changes.
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Partner with internal operations and consulting teams to develop solutions tailored to client and advisor needs.
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Maintain an active sales pipeline and provide consistent forecasting, activity reporting, and updates on business development efforts.
Qualifications
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Minimum of 3 years of retirement plan sales experience.
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Strong knowledge of the retirement plan industry, including plan design, retirement products, and related solutions.
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Experience selling TPA, 3(16), PEP, or other retirement plan services.
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External sales and territory development experience preferred.
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Established relationships with RIAs, retirement plan advisors, and other industry partners are highly desirable.
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Excellent communication, presentation, organizational, and relationship-building skills.
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Strong analytical skills and attention to detail.
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Ability to independently manage multiple priorities in a fast-paced, growth-oriented environment.
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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.
Requirements mentioned
- 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
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