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[Remote] Sales Consultant

Remote · Mexico Full-time

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/.
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