Note: The job is a remote job and is open to candidates in USA. DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to over 8,000 clients nationwide. They are seeking a seasoned Sales Consultant with expertise in retirement plan administration to build relationships with financial advisors and wholesalers, educate partners, and drive growth in their territory.
Responsibilities
- 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
Skills
- 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
- 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 https://www.pcsretirement.com/.