Sales Consultant

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September 5

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PCS Retirement

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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.

201 - 500 employees

💸 Finance

🤝 B2B

📋 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 • Educate, consult, and strategically guide partners beyond transactional selling

🎯 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, 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 • Uninterrupted virtual work space and family care in place during business hours for virtual remote positions • Internet work speed requirement of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Life insurance • Short and long term disability • Paid-time off