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.
Regional Vice President of Sales – East Coast
🕒 April 10
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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
• Develop and execute a strategic sales plan to achieve sales targets and revenue goals for the region • Strong pipeline management discipline that exhibits habitual focus on cultivating, nurturing and closing business with planned engagement protocols • Build and maintain strong relationships with key clients, advisors and partners in the region • Analyze market trends, customer needs, and competitor activities to identify new business opportunities • Partner closely with implementation, client service and billing teams to ensure positive client transition experience with appropriate knowledge transfer • Collaborate with other departments, such as marketing and product development, to ensure effective sales strategies and product offerings • Ensure accurate and timely reporting of sales activities and results to senior management, through consistent utilization of SalesForce.com • Develop and maintain a deep understanding of the industry and regulatory environment in the region • Assist with client retention efforts and other targeted initiatives to maximize revenue opportunities for PCS
🎯 Requirements
• Bachelor's degree in business administration, marketing, or a related field; MBA is a plus • Retirement professional certifications preferred (AIF, CPFA, C(k)P, QKA, etc.) • Minimum of 5 years of sales experience in the retirement plan industry, or 7+ years professional experience with retirement plans • Proven track record of achieving and exceeding sales targets • Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders • Analytical and strategic thinking skills, with the ability to identify and capitalize on new business opportunities • Open to considering several territories • Ability to travel within the designated region
🏖️ Benefits
• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off
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