Sales Consultant

🕒 August 7

🇺🇸 United States – Remote

💵 $77k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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Logo of PCS Retirement

PCS Retirement

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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

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