Strategic Accounts Manager – Individual Retirement

🕒 il y a 23 jours

🇺🇸 États-Unis – Télétravail

💵 $108 000 - $140 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

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PCS Retirement

Site WebLinkedInTous les Emplois

201 - 500 employés

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement est un fournisseur de premier plan de solutions modernes et simplifiées de régimes de retraite, desservant une large gamme de clients, y compris des épargnants individuels, des employeurs, des administrateurs tiers (TPA), des conseillers financiers et des institutions. L'entreprise est parmi les fournisseurs de plans de retraite à la croissance la plus rapide du pays, offrant une expérience sans conflit avec des solutions personnalisables et flexibles. PCS Retirement se concentre sur l'élévation des activités de plans de retraite et fournit un support sans faille avec une intégration de paie 360 et un service 24/7.

Description

• Responsible for the overall relationship management of assigned strategic distribution partners with a focus on the Individual Retirement Business • Develop and execute strategic plan with each relationship; focus on sales growth, operational efficiency, training, and marketing needs • Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth • Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams • Support distribution initiatives such as internal sales prospecting, webinars, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success • Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise • Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

🎯 Exigences

• Bachelor’s degree preferred • Minimum of 4-7 years’ experience in external sales environment required with K-12 403b and/or Simple IRA experience preferred • Working knowledge of investments and qualified plans is required • High level competency with Microsoft, Salesforce, Excel and Power Point required • Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required • Proven ability to work in high pressure environment with deadlines • Sitting, typing and computer monitor viewing for extended periods • Occasional lifting up to 25 pounds • Must be able to type and perform repetitive keystrokes • May require 30% travel

🏖️ Avantages

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off