[Remote] Internal Sales Consultant

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 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.