Are you a dynamic sales leader with a passion for driving results and building relationships? Ready to make an impact in a rapidly growing organization?

Blue Ridge Associates is seeking a Regional Sales Director in the Mid-Atlantic Territory (MD, DC, VA, Eastern PA and WV) to wholesale Blue Ridge Associates retirement plan administration and consulting services.

The Regional Sales Director will cultivate sales opportunities within their assigned territory selling through various Intermediary Sales Channels:  Advisors, RIA’s, Record Keepers, DCIO, Payroll consultants and other centers of influence within the retirement plan market space. The Regional Sales Director will sell Blue Ridge’s 401(k), 403(b) and defined benefit consulting and administration solutions through all distribution channels and market segments.
 

The Regional Sales Director will establish themselves as a trusted resource pertaining to plan design consulting, retirement plan industry insights and practice management solutions. In addition to having an impact within their territory, our Regional Sales Directors will also provide value to their Blue Ridge team by sharing best practices and industry insights.

Regional Sales Director Responsibilities
The priority for this position will be to drive sales of Blue Ridge’s retirement plan administration and consulting services within their assigned geographic territory by utilizing all retirement plan distribution channels. 

Responsibilities include, but are not limited to:

• Cultivating relationships with both existing and new retirement advisors across all distribution channels to promote Blue Ridge’s retirement solutions within their retirement advisory practice: traditional 401(k)/403(b) administration services, defined benefit/cash balance administration, 3(16) Fiduciary and administration consulting services
• These solutions will be sold through all financial intermediaries within the assigned territory
• Achieving top tier TPA market share with our focus firms within the assigned territory 
• Demonstrating the ability to effectively position Blue Ridge Associates thought capital and various industry insights within various meeting formats: one-on-one meetings, Zooms, seminars, etc.
• Collaborating with the Blue Ridge Internal Sales Team, Plan Design Consultants, Installation and Service Team throughout the sales process
• Managing their territory rotation, advisor/record keeper segmentation and travel budget
• Demonstrating sound judgment when making decisions and operating with discretion and integrity

Regional Sales Director Responsibilities Expertise and Skills 

The Regional Sales Director’s success will be driven by several factors such as, executing an impactful client segmentation strategy, effective territory rotation, utilizing a consultative sales approach when positioning Blue Ridge’s retirement consulting and administration services within the marketplace. 

We need a sales leader who thrives on:

• Being client obsessed
• Having exceptional social and communication skills
• Being able to think creatively and being comfortable making decisions to drive success in their territory
• Having strong independent thinking skills and being able to forge meaningful connections while working selflessly in a team environment
• Demonstrating the ability to facilitate impactful one-on-one meetings, public speaking seminars, virtual meetings and presentations (Zoom/Teams) 
• Being coachable, collaborative, and having an agile mindset
• Remaining passionate about refining the following skillsets with your peers: “stand and deliver presentations”, “Best 5’s positioning”, networking events, etc.
• Being knowledgeable of industry-specific needs/trends, constraints, and opportunities within the retirement plan consulting space
• Being results-oriented and driven to succeed with a sense of urgency
• Exceeding established performance goals

Regional Sales Director Education and Qualifications

• Bachelor’s degree required
• 3+ years of sales experience with a proven track record (TPA or Retirement Record Keeping wholesaling experience a plus)
• The ideal candidate will live near the major metro center of the territory 
• Willingness to travel: 50-75% travel required within assigned territory
• Strong working knowledge of retirement plan services, recordkeeping and DCIO industry
• Demonstrated experience in developing relationships with financial advisors, record keeper wholesalers and centers of influence 
• Possesses strong presentation, facilitation and time management skills
• Retirement industry credentials preferred (QKA, CPFA, CPFC, CLU, ChFC) or the ability to obtain

Benefits

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/association dues assistance. Bonus plan eligibility is available. 

We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees: Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. Come join us!

Don't miss this opportunity to become a part of our dynamic organization!

Equal Opportunity Employer

Must be authorized to work in the US