PCS Retirement

Strategic Accounts Manager

PCS Retirement

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $127,000 - $165,000 per year

Job Level

Mid-LevelSenior

About the role

  • Develop deep understanding of culture, strategy, and navigation with our National Account relationships; proactively work to position PCS Retirement as a key distribution partner within their system; find opportunities to connect at all levels of the organization.
  • Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth.
  • 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 with fund company partners which encourage overall success.
  • Represent PCS at partner and industry functions/conferences, assuring that PCS is properly positioned, networking and prospecting new advisor/plan opportunities.
  • 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.
  • Process Improvement - 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 including (but not limited to) workflow development, new product rollouts, training, and delivery.
  • Under the direction of the VP of Strategic Accounts, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets.
  • Develop strong working relationships with leadership throughout the organization.

Requirements

  • Bachelor’s degree preferred.
  • Minimum of 4-7 years’ experience in sales environment required.
  • 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.
  • Sitting, typing and computer monitor viewing for extended periods.
  • Occasional lifting up to 25 pounds.
  • Must be able to type and perform repetitive keystrokes.
  • May require 20% travel.