Strategic Accounts Director

🕒 vor 5 Monaten

🇺🇸 Vereinigte Staaten – Remote

💵 $127.000 - $165.000 / Jahr

⏰ Vollzeit

🔴 Experte

👔 Direktor

🗣️🇺🇸🇬🇧 Englisch erforderlich

Woher diese Stelle stammt

Veröffentlicht auf der Karriereseite von PCS Retirement, nicht über eine Jobbörse

Von Remote Rocketship zum ersten Mal gesehen vor 5 Monaten

Noch offen auf der Website von PCS Retirement. Geprüft vor 5 Stunden.

Logo of PCS Retirement

PCS Retirement

201 - 500 Mitarbeiter

💸 Finanzen

🤝 B2B

Finance • B2B

PCS Retirement ist ein führender Anbieter moderner, vereinfachter Lösungen für Altersvorsorgepläne und bedient eine breite Palette von Kunden, darunter private Sparer, Arbeitgeber, Drittverwalter (TPAs), Finanzberater und Institutionen. Das Unternehmen gehört zu den am schnellsten wachsenden Anbietern von Altersvorsorgeplänen in den USA und bietet ein konfliktfreies Erlebnis mit anpassbaren und flexiblen Lösungen. PCS Retirement konzentriert sich auf die Steigerung von Altersvorsorge-Geschäften und bietet nahtlose Unterstützung mit 360-Grad-Payroll-Integration und 24/7-Service.

Beschreibung

• Manage overall relationships with assigned strategic distribution partners • Develop and execute strategic plans focused on sales growth, operational efficiency, training, and marketing • Develop understanding of National Account partners’ culture, strategy, and navigation • Position PCS Retirement as a key distribution partner within partner systems • Identify opportunities to connect at all levels of partner organizations • Advocate for strategic partners and drive initiatives within PCS to maximize growth opportunities • Collaborate with Sales, Sales Management, Marketing, Product, and Service teams • Identify trends and escalate them to appropriate parties • Support internal sales prospecting, campaign development and execution, and sales/service promotional efforts • Represent PCS at partner and industry functions and conferences • Network and prospect new advisor and plan opportunities • Serve as a product/service expert and resolve issues • Monitor key-account activity, measure progress, and implement actions supporting strategies and initiatives • Manage workflows and improve processes for operational efficiency • Lead, coordinate, and participate in special projects, including workflow development, new product rollouts, training, and delivery • Communicate with other units and managers to support Retirement Plan Operations, customer service, and plan/asset retention • Develop strong working relationships with organizational leadership • Perform other tasks assigned by the manager

🎯 Anforderungen

• Bachelor’s degree preferred • Minimum of 10 years of experience with defined contribution markets • Experience working with a sales quota • Working knowledge of investments and qualified plans required • High-level competency with Microsoft, Salesforce, Excel, and PowerPoint required • Ability to exercise independent, mature judgment • Ability to prioritize tasks and maintain confidentiality • Ability to multitask • Proven ability to work in a high-pressure environment with deadlines • Calmness under pressure, positive attitude, excellent communication and interpersonal skills • Ability to travel up to 20%

🏖️ Vorteile

• 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 • Remote work arrangement • Uninterrupted virtual workspace expectation • Family care during business hours • Internet work speed requirement of 50 MBps or better for individual use • Reasonable accommodation for disabilities

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