Job type full-time
Full job description
Title: internal sales specialist
About pcs retirement
Pcs retirement, llc is one of the nation`s largest independent and conflict-free retirement solution providers in the industryPcs provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administrationPcs` comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, cash balance, defined benefit, non-qualified], individual retirement accounts (including payroll deduction iras), and health savings accounts.
To learn more, visit https://www.pcsretirement.com/
As part of the internal sales team, this position is responsible support advisor services, partnering with team members to, respond to advisor inquiries, manage fund changes, internal conversions and closing new businessInternal sales specialists are friendly, well-spoken, and prepared to assist in closing opportunities and executes workflow and activities to ensure a smooth sales process and transition to on-boarding.
Work in a team environment to ensure advisor relationship development through providing exceptional advisor serviceAdvising and liaising with financial advisors on key responsibilities such as support new business process, manage sales mailbox and vm, manage lead referrals, fund changes/internal conversions and general advisor service calls
Being proactive with regards to financial advisor needs; meet deadlines, focus on quality and providing status updates and resolving issues that may arise.
Leverage technology ensuring data integrity, capturing client/prospect information and perform report generation/analysis and disseminate accordingly
Support, coordinate, and participate in special projects which support our overall sales distribution and retention strategy including (but not limited to) workflow development, new product rollouts, and delivery.
Work with management to refine selling skills through training, coaching and other sales related experiences.
Any and all other tasks assigned
Required skills & experience:
Bachelor’s degree required.
Some industry experience preferred.
Working knowledge of qualified retirement plans and investments a plus.
Highly self-motivated, ability to work independently and problem-solve
Desire to grow in your career
Ability to effectively prioritize and execute tasks in a fluid environment
Excellent analytical and creative problem-solving skills
Excellent listening, interpersonal, written and oral communication skills
Strong attention to detail and strong customer service skill
Ability to exercise independent, mature judgment, and prioritize tasks as needed.
Proficiency with ms office requiredSalesforce experience a plus.
Sitting, typing and computer monitor viewing for extended periods.
Location can be remote or the greater philadelphia area.
As an employer, pcs believes our success depends on diversity, inclusion, and mutual respect among our team membersWe want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.
We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunityAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
We are an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Posted 30+ days ago