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Regional Sales Director


in Remote / AL / AR / IA / IL / IN / KS / KY / LA / MN / MO / MS / ND / NE / OK / SD / TN / TX

Logo for AmericanTCS

Job Summary:

The Regional Sales Director drives new sales of retirement plan services to Financial Advisors and their plan sponsor clients.This is accomplished through a consultative sales process with a Financial Advisor to promote the AmericanTCS product offering. The goal is to ultimately help a Financial Advisor grow their retirement plan book of business and create better retirement outcomes for plan participants and sponsors.

 AmericanTCS retirement plan services include:

  • Recordkeeping Services
  • Third Party Administration (TPA) Services
  • 3(16) & 402(a) Fiduciary Services
  • 3(38) Investment Fiduciary Services & Managed Accounts
  • Actuarial Services – Cash Balance & Defined Benefit Plans
  • Pooled Employer Plans (PEPs) & Pooled Plan Provider (PPP) Services

Location:  Ideal candidate will be located in the Mid-West territory that the position will cover (ND, SD, MN, IA, NE, KS, MO, IL, IN, KY, TN, AR, OK, TX, LA, MS, AL)

Duties & Responsibilities:

  • Strong, in-depth knowledge of American Trust retirement plan services offered.
  • Ability to discuss industry trends with financial advisors and plan sponsors.
  • Ability to learn multiple platform/product solutions; assist financial advisors and their clients with a “needs analysis” and recommending the appropriate solution.
  • Establish and maintain productive, working relationships with financial advisors with the goal of earning or growing their business with American Trust.
  • Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested.
  • Effectively manage all potential clients.
  • Strong working relationships with financial advisory firms to promote American Trust retirement plan services.
  • Lead and participate in finals presentations.

Skills & Qualifications:

  • 3-5 years of experience in the retirement plan industry or selling role in the retirement plan industry
  • Associate’s degree required; Bachelor’s degree in related field preferred.
  • Proven successful sales experience and relationship management.
  • Over-night travel is required
  • Superior time management skills required
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Proficient in Microsoft Office Suite or related software.
  • Excellent organizational skills and attention to detail.
  • Ability to work independently.

Salary $70,000 - $85,000 and will be eligible for incentive compensation based on commissions.

Who We Are:
EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.

What We Offer:
Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

How to Apply

To apply, please click the "Apply Now" link below or email your resume directly to

Apply Now

A Verified Employer
AmericanTCS has trusted BenefitsLink to help reach qualified candidates for this opening.

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