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Internal Sales Consultant

PCS Retirement

in Telecommute

Logo for PCS Retirement

About PCS Retirement

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [ 401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

To learn more, visit https://www.pcsretirement.com/

Job Summary

Internal Sales Consultant is responsible to partner with the Regional Sales Directors (RSD) through advisor relationship development and prospecting, driving proposal activity, and new business on-boarding to drive plan and individual retirement business.  Internal Sales Consultants are friendly, well-spoken, and prepared to assist in closing opportunities and executes workflow and activities to ensure a smooth sales process and transition to on-boarding. 

Primary Responsibilities

This position is responsible for partnering with the Regional Sales Director (RSD) to generate revenue. Key responsibilities include

  • Partner with RSD to drive sales revenue following workflows and metrics determined by sales leadership. Execute sales generating activities such as outbound prospecting, pipeline/proposal management and closing new business.  Support and deploy promotion of product launches and marketing campaigns with advisors. Deliver insight on the market, our products, and the industry to support sales stories and drive revenue for the firm
  • Conduct outbound sales calls and respond to inbound calls and emails from financial advisors and third-party administration (TPA) firms to qualify leads and prospective relationships.  Prepare proposals and fee schedules as needed
  • Identify potential opportunities and leads within current clients and new business development pursuits
  • Leverage technology to support proposal generation, and distribution process.  Ensure data integrity, capturing client/prospect information, and perform report generation/analysis, and disseminate accordingly
  • Support, coordinate, and participate in special projects which support our overall sales distribution, and retention strategy including (but not limited to) workflow development, new product rollouts, training, and delivery 
  • Work with management to refine selling skills through on-call coaching and monitoring.  Participate in sales presentations to further knowledge, and development
  • All other tasks assigned by VP of Business Development or Manager of Internal Sales

SKILLS/EXPERIENCE: 

  • Bachelor’s Degree required or equivalence of 4+ year’s industry experience
  • Working knowledge of qualified retirement plans and investments
  • At least 1-2 years of internal wholesaling experience, with sales and/or advisory services background
  • Excellent verbal and written communication skills
  • Ability to exercise independent, mature judgment, and prioritize tasks as needed
  • Proficiency with Microsoft Office
  • May require 20% travel.

Additional information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.

We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

How to Apply

Please send cover letter and resume to hr@pcsretirement.com


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