Hybrid Inside Sales: 401(k) Plan Solutions

Charles Schwab; Austin (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Job summary

Charles Schwab is seeking an Inside Sales Representative for Schwab Retirement Plan Services to generate new 401(k) plan opportunities by partnering with retirement plan advisors and qualifying mid-sized employers.

The role collaborates with internal teams to move opportunities through the sales cycle, delivering a consistent advisor and sponsor experience and supporting fiduciary excellence and service.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years' experience in the financial services industry.
• 2+ years' experience working with retirement plans.
• Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products used in retirement plans.
• Strong communication and presentation skills.
• FINRA Series 7 and 63 licenses required, or ability to obtain within 120 days.
• Preferred: experience using CRM tools and managing inside-sales pipelines.

Responsibilities

• Generate new retirement plan business through advisor referrals and internal lead sources.
• Manage a sales pipeline of qualified opportunities.
• Conduct discovery discussions with advisors and plan sponsors.
• Qualify opportunities based on plan size, advisor relationship, and strategic fit.
• Present Schwab retirement plan solutions and pricing.
• Develop proposals tailored to sponsor and advisor needs.
• Build and maintain productive relationships with retirement plan advisors to generate referrals and opportunities.

Skills

Communication skills

Presentation skills

Relationship building

Advisor relationships

Education

Bachelor's degree or equivalent work experience

Tools

CRM tools

Job description

Charles Schwab is seeking an Inside Sales Representative for Schwab Retirement Plan Services to generate new 401(k) plan opportunities by partnering with retirement plan advisors and qualifying mid-sized employers.

The role collaborates with internal teams to move opportunities through the sales cycle, delivering a consistent advisor and sponsor experience and supporting fiduciary excellence and service.