Sales Consultant

🕒 Agosto 7

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $77.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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PCS Retirement

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

🤝 B2B

Finance • B2B

A PCS Retirement é um provedor líder de soluções modernas e simplificadas para planos de aposentadoria, atendendo a uma ampla gama de clientes, incluindo poupadores individuais, empregadores, administradores terceirizados (TPAs), consultores financeiros e instituições. A empresa está entre as provedoras de planos de aposentadoria que mais crescem no país, oferecendo uma experiência sem conflitos com soluções personalizáveis e flexíveis. A PCS Retirement se concentra em elevar os negócios de planos de aposentadoria e fornecer suporte contínuo com integração de folha de pagamento 360 e serviço 24/7.

Descrição

• Build and maintain relationships with financial advisors, wholesalers, and other key stakeholders in the assigned territory • Educate partners on retirement plan design, compliance testing, and government reporting • Deliver presentations, webinars, and consultations supporting advisor sales efforts and explaining TPA services • Collaborate with internal teams to develop and deliver customized retirement plan solutions • Identify and pursue new business opportunities within the assigned territory • Stay current on industry trends, regulatory changes, and best practices in retirement plan administration

🎯 Requisitos

• Minimum 3–5 years in retirement plan sales, TPA services, or related financial services • Deep knowledge of retirement plan administration • Strong understanding of plan design, compliance testing, Form 5500 reporting, and other regulatory requirements • Established network of financial advisors and wholesalers within the territory • Ability to clearly explain complex retirement plan concepts to non-technical audiences • Comfortable navigating consultative sales cycles and positioning value beyond price • Highly motivated, organized, and capable of working independently • Must be based in the Northeast or West Coast territory • Uninterrupted virtual workspace required for remote work • Family care must be in place during business hours • Internet speed of 50 MBps or better for individual use

🏖️ Benefícios

• Commission/incentive component in addition to base salary • 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Reasonable accommodation for individuals with disabilities