Advisor Services Inside Sales: Growth & Partnerships

Charles Schwab Corporation; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation is seeking a sales professional to provide phone-based consultations to independent advisors considering Schwab custody and trading services. The role involves coordinating internal resources to move the sales process forward and managing onboarding documentation with advisor clients.

The ideal candidate has a Bachelor's Degree and relevant financial services sales or client service experience, along with strong communication and organizational skills.

Qualifications

• Bachelor's degree required.
• Experience in financial services sales or client service beneficial.
• Strong communication and organizational skills.

Responsibilities

• Provide phone-based sales consultations to Advisors considering Schwab custody and trading services.
• Coordinate internal resources to advance the sales process.
• Manage onboarding and related documentation.

Skills

Sales experience

Communication skills

Client relationship management

Problem solving

Education

Bachelor's Degree

Job description

Charles Schwab Corporation is seeking a sales professional to provide phone-based consultations to independent advisors considering Schwab custody and trading services. The role involves coordinating internal resources to move the sales process forward and managing onboarding documentation with advisor clients.

The ideal candidate has a Bachelor's Degree and relevant financial services sales or client service experience, along with strong communication and organizational skills.