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PCS Retirement

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Regional Vice President

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Description

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.


At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.


To learn more, visit https://www.pcsretirement.com/


Job Summary

We are seeking an experienced, self-motivated, and results-driven Regional Vice President of Sales to join our team. In this role, you will be responsible for driving sales growth within a designated territory by cultivating and expanding advisor relationships, identifying and pursuing new business opportunities, and executing strategic sales initiatives. The Regional Vice President of Sales will play a key role in increasing revenue, enhancing market presence, and delivering exceptional partner experiences across the region.


This role requires candidates to be located in the Northeast territory


Job Responsibilities

JOB RESPONSIBILITIES:

  • Develop and execute a strategic sales plan to achieve regional sales targets and revenue growth objectives.
  • Build, strengthen, and maintain relationships with key advisors, clients, DCIO’s, TPA’s, centers of influence, and strategic partners throughout the region.
  • Maintain a disciplined approach to pipeline management, with a consistent focus on prospecting, cultivating relationships, advancing opportunities, and closing new business through planned engagement strategies.
  • Identify new business opportunities by analyzing market trends, advisor needs, competitive dynamics, and industry developments.
  • Collaborate with marketing, product, investment, and leadership teams to align sales strategies, enhance value propositions, and support market growth initiatives.
  • Partner closely with implementation, client service, operations, and billing teams to ensure seamless onboarding experience and effective knowledge transfer for new clients.
  • Ensure accurate and timely reporting of sales activities, pipeline status, and results through consistent and effective utilization of Salesforce.com.
  • Develop and maintain a deep understanding of the retirement plan industry, regulatory environment, and competitive landscape.
  • Support client retention efforts and strategic growth initiatives by identifying opportunities to expand relationships, increase assets, and maximize revenue across the region.

Skills

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