PCS Retirement · 7 hours ago

Internal Sales Consultant

Pennsylvania, United States

Full-time

Remote

Entry Level

$45K/yr - $75K/yr

1+ years exp

Maximize your interview chances

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Insider Connection @PCS Retirement

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Provide support via telephone to financial advisors, TPA’s and the external sales team

Collect new plan establishment documents

Follow up for outstanding or missing documents

Generate proposals to support sales team in prospecting for and selling institutional retirement programs to advisors and TPA’s.

Build sales materials and campaigns to support sales team and marketing efforts

Mutual fund revenue analysis

Coordinating and maintaining new and existing business process through Salesforce.com CRM database

Build processes to maximize the value of our materials and retirement programs

Manage the development, approval and distribution of communications targeted to financial professionals, plan sponsors and participants

Ability to communicate and create solid working relationships with sales, new business and client service team members

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement plan knowledgeSales experienceSalesforce.comProject managementPowerPointExcelWordMS Teams