PCS Retirement · 3 days ago
Internal Sales Consultant
United States
Full-time
Remote
Entry Level
$45K/yr - $75K/yr
1+ years expPCS Retirement, LLC is one of the nation's largest independent retirement solution providers. They are seeking a dynamic internal wholesaler to assist with the development and execution of sales to financial advisors and third party administrators, providing support, generating proposals, and coordinating agreements.
ConsultingFinanceFinancial ServicesRetirement
Responsibilities
Provide support 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
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
Evaluation and assistance in the completion of RFP responses
Qualification
Required
Understanding of the retirement plan marketplace
Strong written and verbal communication skills
Polite and professional telephone and follow up skills
Excellent project management skills, including the ability to manage multiple projects
Possibility of limited travel
Proficient in PowerPoint, Excel, Word, and MS Teams
Bachelor's Degree and 1-2 years of experience
Benefits
401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off
Company
PCS Retirement
Professional Capital Services is an independent provider of retirement plan solutions.
201-500 employees
H1B Sponsorship
PCS Retirement has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (6)
2023 (1)
2022 (4)
2021 (8)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity
Leadership Team
M
Michael Coluzzi
President and Chief Financial Officer
Recent News
2025-11-01
2025-02-19
Company data provided by crunchbase