Regional Sales Director, (CRS)

Who we are

The company 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, the company 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.   The company 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:  [link for members] .

Position Summary

The TPA Sales Consultant is responsible for developing new business opportunities and deepening distribution relationships that support the growth of the company retirement plan services in the Cleveland and greater Ohio market. The role focuses on engaging advisors, recordkeepers, and other key industry the company to promote our third-party administration solutions and actuarial consulting capabilities across Northeast Ohio and the broader state. This role will report to the the company National Sales organization and will represent Creative Retirement Systems (CRS), a the company Partner firm and full-service TPA serving Ohio businesses since 1979.

This position requires a strong understanding of the retirement plan (DC & DB) landscape and the ability to communicate complex plan design, financial illustrations, and actuarial concepts in a practical, advisor- and plan sponsor-friendly manner.

PLEASE NOTE: This is a fully remote position; however, we are looking for candidates located in Ohio, with a strong preference for the Cleveland / Northeast Ohio area.

Key Responsibilities

• Business Development: Identify, cultivate, and close new opportunities with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, and other retirement plan intermediaries throughout Cleveland and the Ohio market.

• Distribution Expansion: Deepen and broaden the company's and CRS's distribution network across Northeast Ohio and the rest of the state.

• Relationship Management: Build deep, productive, long-term partnerships with advisors, recordkeepers, and centers of influence (CPAs, ERISA attorneys, consultants) in the Ohio business community.

• Sales Strategy: Execute targeted sales strategies and local events to increase awareness of CRS's TPA services and retirement plan consulting capabilities among Ohio advisors and plan sponsors.

• Consultative Selling: Position CRS and the company as a trusted partner by providing insights on plan design, compliance, and administrative efficiency.

• Market Intelligence: Monitor industry trends, competitor activity in the Ohio market, and regulatory developments affecting retirement plans and third-party administration.

• Internal Collaboration: Partner with the CRS actuarial consulting and operations teams to deliver tailored solutions for clients and advisors, while engaging continually with the the company platform team.

• Pipeline Management: Maintain an active sales pipeline and provide regular reporting on opportunities, forecasts, and business development activity through our HubSpot CRM.

Qualifications

• Experience in field retirement plan sales, financial services distribution, or institutional sales.

• Background in internal or external financial services sales strongly preferred.

• Familiarity with third-party administration (TPA), defined contribution plans, and defined benefit / cash balance plans.

• Established relationships with financial advisors, recordkeepers, and retirement plan consultants in Cleveland or elsewhere in Ohio preferred.

• Strong presentation, networking, and relationship-building skills.

• Ability to explain complex retirement plan concepts in a clear and consultative manner.

• Self-motivated with strong organizational and pipeline management skills.

• Willingness to travel throughout Ohio to meet with advisors, centers of influence, and prospective clients.

Key Competencies

• Strong relationship-building and communication skills

• Ability to quickly establish credibility with financial advisors

• Highly organized with strong follow-up discipline

• Curiosity and willingness to learn retirement plan structures and regulations

• Collaborative mindset with the ability to work across sales, marketing, and operations teams

• Results-driven with a proactive approach to business development

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.