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.
Sales Consultant
🕒 March 31
🇺🇸 United States – Remote
💵 $77k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
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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 strong relationships with financial advisors, wholesalers, and other key stakeholders in your territory • Act as a technical resource to educate partners on retirement plan design, compliance testing, and government reporting • Deliver presentations, webinars, and consultations to support advisor sales efforts and deepen understanding of TPA services • Collaborate with internal teams to develop and deliver customized retirement plan solutions • Identify and pursue new business opportunities to drive growth 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 • Strong understanding of plan design, compliance testing, 5500 reporting, and other regulatory requirements • Established network of financial advisors and wholesalers within your territory • Ability to clearly articulate 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.
🏖️ Benefits
• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off
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