Transition Strategies, LLC logo
Transition Strategies, LLC

An employment law firm advocating for the employee's best interests. Succeed in ways you never thought possible

Regional Sales Director

SalesSalesFull TimeRemoteLeadTeam 1-10Since 2003H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

1 day ago

Salary

$75K - $90K / year

Seniority

Lead

Bachelor Degree3 yrs expEnglish

Job Description

Regional Sales Director

Transition Strategies, LLC

• Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region. • Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market. • Identify client needs and recommend appropriate ESOP consulting and administration solutions. • Deliver presentations and demonstrations highlighting the value and functionality of services. • Execute sales strategies to meet or exceed revenue and territory targets. • Maintain ongoing communication with customers to ensure satisfaction and long-term engagement. • Resolve post-sale issues and ensure a smooth client experience. • Re-engage existing and past clients by sharing new services, enhancements, and opportunities. • Maintain detailed records of sales activities including calls, opportunities, wins, and losses. • Track and document customer interactions and relationship developments. • Provide regular territory forecasts and pipeline updates to leadership. • Perform additional duties as assigned to support sales objectives.

Job Requirements

  • Bachelor’s degree in Business or related field preferred.
  • Required : 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.
  • Preferred: Minimum of 3 years of outside sales experience, including business development, prospecting, and relationship management.
  • Demonstrated success in cold calling HR and Finance executives.
  • Experience working with advisors, intermediaries, attorneys, and accountants as referral sources.
  • Strong familiarity with and established network within the West Coast market preferred.
  • Strong presentation and communication skills.
  • Willingness and ability to learn new systems and tools as needed.

Benefits

  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

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