PCS Retirement

Strategic Accounts Director

PCS Retirement

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $127,000 - $165,000 per year

Job Level

Lead

About the role

  • Develop deep understanding of culture, strategy, and navigation with our National Account relationships
  • Advocate for strategic partners by helping to drive initiatives within PCS
  • Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams
  • Identify trends and escalate to the appropriate parties for consideration
  • Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts
  • Represent PCS at partner and industry functions/conferences
  • Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
  • Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives
  • Manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies
  • Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy

Requirements

  • Bachelor’s degree preferred
  • Minimum of 10 years of experience with defined contribution markets
  • Experience working with a sales quota
  • Working knowledge of investments and qualified plans is required
  • High level competency with Microsoft, Salesforce, Excel and Power Point required
  • Ability to exercise independent, mature judgment, prioritize tasks & maintain confidentiality and the ability to multi-task is required
  • Proven ability to work in high pressure environment with deadlines
  • Possesses the ability to display a range of characteristics, including calmness under pressure, a positive attitude, excellent communication and interpersonal skills.
Benefits
  • 401(k) match
  • medical
  • dental
  • vision
  • life insurance
  • short and long term disability
  • paid-time off
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales quota experienceworking knowledge of investmentsworking knowledge of qualified planscampaign developmentsales/service promotional effortsoperational efficienciesproject management
Soft Skills
independent judgmentprioritizationconfidentialitymulti-taskingcalmness under pressurepositive attitudeexcellent communicationinterpersonal skills
Certifications
Bachelor's degree