Regional Sales Director

Transition Strategies, LLC

Regional Sales Director responsible for driving new business sales of ESOP consulting and administration services. Focus on developing relationships with advisors and key centers of influence.

Posted 7/7/2026full-timeRemote • California • 🇺🇸 United StatesLead💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ESOP ConsultingSales Strategy ExecutionClient Needs AssessmentSales Activity TrackingTerritory Forecasting

Soft Skills

Communication SkillsProblem ResolutionCustomer Engagement

Certifications

Bachelor’s Degree in Business