Sales Consultant

PCS Retirement

Sales Consultant educating and consulting financial advisors on retirement plan services. Building relationships and delivering customized solutions in a remote capacity.

Posted 6/2/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $77,000 - $100,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan designcompliance testing5500 reportingregulatory requirementsconsultative sales

Soft Skills

relationship buildingcommunicationpresentation skillsorganizational skillsmotivation

Industry Keywords

financial servicesTPA servicesbusiness developmentindustry trendsretirement plan administration

About the role

Key responsibilities & impact

Build and maintain strong relationships with financial advisors, wholesalers, and other key stakeholders in your territory
Act as a technical resource to educate partners on retirement plan design, compliance testing, and government reporting
Deliver presentations, webinars, and consultations to support advisor sales efforts and deepen understanding of TPA services
Collaborate with internal teams to develop and deliver customized retirement plan solutions
Identify and pursue new business opportunities to drive growth within the assigned territory
Stay current on industry trends, regulatory changes, and best practices in retirement plan administration

Requirements

What you’ll need

Minimum 3–5 years in retirement plan sales, TPA services, or related financial services
Strong understanding of plan design, compliance testing, 5500 reporting, and other regulatory requirements
Established network of financial advisors and wholesalers within your territory
Ability to clearly articulate complex retirement plan concepts to non-technical audiences
Comfortable navigating consultative sales cycles and positioning value beyond price
Highly motivated, organized, and capable of working independently

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off