[Remote] Internal Sales Consultant
Note: The job is a remote job and is open to candidates in USA. PCS 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.
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
Skills
- 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 Overview
Company H1B Sponsorship