Note: The job is a remote job and is open to candidates in USA. PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. They are seeking a dynamic internal wholesaler to assist with the development and execution of sales to financial advisors and third party administrators, providing support, generating proposals, and coordinating agreements.
Responsibilities
- Provide support to financial advisors, TPA’s and the external sales team
- Collect new plan establishment documents
- Follow up for outstanding or missing documents
- Generate proposals to support sales team in prospecting for and selling institutional retirement programs to advisors and TPA’s
- Mutual fund revenue analysis
- Coordinating and maintaining new and existing business process through Salesforce.com CRM database
- Build processes to maximize the value of our materials and retirement programs
- Manage the development, approval and distribution of communications targeted to financial professionals, plan sponsors and participants
- Ability to communicate and create solid working relationships with sales, new business and client service team members
- Evaluation and assistance in the completion of RFP responses
Skills
- Understanding of the retirement plan marketplace
- Strong written and verbal communication skills
- Polite and professional telephone and follow up skills
- Excellent project management skills, including the ability to manage multiple projects
- Possibility of limited travel
- Proficient in PowerPoint, Excel, Word, and MS Teams
- Bachelor's Degree and 1-2 years of experience
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Life insurance
- Short and long term disability
- Paid-time off
Company Overview
Professional Capital Services is an independent provider of retirement plan solutions. It was founded in 2001, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 201-500 employees. Its website is https://www.pcsretirement.com/.Company H1B Sponsorship
PCS Retirement has a track record of offering H1B sponsorships, with 1 in 2025, 6 in 2024, 1 in 2023, 4 in 2022, 8 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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