Regional Vice President of Sales (Northwest Territory) jobs in United States
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PCS Retirement · 1 day ago

Regional Vice President of Sales (Northwest Territory)

PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Regional Vice President of Sales will oversee sales operations in a designated region, cultivate advisor relationships, identify new business opportunities, and drive revenue growth.

ConsultingFinanceFinancial ServicesRetirement

Responsibilities

Develop and execute a strategic sales plan to achieve sales targets and revenue goals for the region
Strong pipeline management discipline that exhibits habitual focus on cultivating, nurturing and closing business with planned engagement protocols
Build and maintain strong relationships with key clients, advisors and partners in the region
Analyze market trends, customer needs, and competitor activities to identify new business opportunities
Partner closely with implementation, client service and billing teams to ensure positive client transition experience with appropriate knowledge transfer
Collaborate with other departments, such as marketing and product development, to ensure effective sales strategies and product offerings
Ensure accurate and timely reporting of sales activities and results to senior management, through consistent utilization of SalesForce.com
Develop and maintain a deep understanding of the industry and regulatory environment in the region
Assist with client retention efforts and other targeted initiatives to maximize revenue opportunities for PCS

Qualification

Sales experienceRetirement certificationsStrategic sales planningAnalytical skillsCommunication skillsInterpersonal skills

Required

Bachelor's degree in business administration, marketing, or a related field; MBA is a plus
Minimum of 5 years of sales experience in the retirement plan industry, or 7+ years professional experience with retirement plans
Proven track record of achieving and exceeding sales targets
Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders
Analytical and strategic thinking skills, with the ability to identify and capitalize on new business opportunities
Ability to travel within the designated region

Preferred

Retirement professional certifications preferred (AIF, CPFA, C(k)P, QKA, etc.)

Benefits

401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off

Company

PCS Retirement

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Professional Capital Services is an independent provider of retirement plan solutions.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity

Leadership Team

M
Michael Coluzzi
President and Chief Financial Officer
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Company data provided by crunchbase