Regional Sales Director - West Coast
$75,000–$90,000 year
Remote
Job Summary
Develop and expand relationships with advisors, intermediaries, attorneys, and accountants across the West Coast to generate new sales leads for ESOP consulting and administration services. Identify client needs, deliver presentations highlighting service value, and execute sales strategies to meet or exceed revenue and territory targets. Maintain detailed records of sales activities, track customer interactions, and provide regular territory forecasts and pipeline updates to leadership. Resolve post-sale issues, re-engage existing clients, and demonstrate strong negotiation and closing capabilities within a fast-paced, sales-driven environment. Regular travel is required to support client meetings and relationship development.
Required Qualifications
- Direct ESOP (Employee Stock Ownership Plan) sales, consulting, administration, or related industry experience with a strong understanding of ESOP plan design, implementation, and ongoing services
- Must be authorized to work in the US
- Must reside in the Western U.S.
- Must be able to travel regularly to support client meetings, relationship development, and business growth initiatives
- Must be able to work in a remote work environment within the Western U.S. with frequent external client engagement
- Must be able to work effectively in a fast-paced and sometimes high-pressure environment
- Must have strong sales, negotiation, and closing capabilities
- Must have excellent interpersonal and customer relationship skills
- Must have high level of organization with strong attention to detail
- Must have analytical and problem-solving skills
- Must have proficiency in Microsoft Office Suite or similar tools
- Must have demonstrated success in cold calling HR and Finance executives
- Must have experience working with advisors, intermediaries, attorneys, and accountants as referral sources
Desired Qualifications
- Bachelor's degree in Business or related field preferred
- Minimum of 3 years of outside sales experience, including business development, prospecting, and relationship management
- Strong familiarity with and established network within the West Coast market preferred
- Strong presentation and communication skills
- Willngness and ability to learn new systems and tools as needed
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