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.
At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.
Job Summary
Rapidly growing financial services company which provides recordkeeping and administrative services in the retirement plan marketplace is seeking a dynamic internal wholesaler to assist with the development and execution of sales to financial advisors and third party administrators. Together with the sales team, the candidate will provide support to investment advisors, generate proposals, communicate plan design strategies and coordinate the implementation of agreements and contracts.
The ideal candidate has 1-2 years of sales experience in the Non-ERISA retirement marketplace, including 403(b), 457, HSA, and/or IRA. The candidate should have a proven track record working with external sales teams on strategies, activity management and have strong verbal and written communication skills.
Job Responsibilities
- Provide support to financial advisors, TPA’s and the external sales team
- 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
Requirements
- 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
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $45,000 and $75,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
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.
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