Regional Sales Consultant jobs in United States
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PCS Retirement · 1 week ago

Regional Sales Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$45K/yr - $75K/yr
date3+ years exp

PCS Retirement is one of the nation's largest independent retirement solution providers, offering comprehensive recordkeeping services. The company is seeking a dynamic internal wholesaler to assist in developing and executing sales strategies for financial advisors and third party administrators, while providing support and managing documentation for retirement programs.

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

Retirement plan knowledgeSales support experienceSalesforce.com CRMMicrosoft Office SuiteProject managementTelephone skillsVerbal communicationWritten communication

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

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Professional Capital Services is an independent provider of retirement plan solutions.
dateFounded in 2001
location
Philadelphia, Pennsylvania, USA
people-size201-500 employees
web-link
https://www.pcsretirement.com/

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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Recent News

Business Wire
AssetMark Expands National RIA Footprint with Acquisition of Efficient Advisors, LLC
2025-11-01
PRWeb
PCS Selects iJoin to Expand Advisor Access to AMA and Income Solutions
2025-03-19
PR Newswire
PCS Strengthens Leadership Team with New Head of Product
2025-02-19
Company data provided by crunchbase