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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

sales planningpipeline managementmarket analysisclient retentionreportingstrategic thinking

communicationinterpersonal skillsrelationship buildinganalytical skills

Bachelor's degreeMBAAIFCPFAC(k)PQKA