Inside Sales Pro — 401(k) Retirement Plans

Charles Schwab; Westlake (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Job summary

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

You will manage a sales pipeline, conduct discovery with advisors and sponsors, and present Schwab plan capabilities with a consultative, compliance-aware approach.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Minimum of two years' experience in the financial services industry.
• Minimum of two years' experience working with retirement plans.
• Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products commonly used within retirement plans.
• Strong communication and presentation skills.
• FINRA Series 7 and 63 licenses required, or ability to obtain required registrations within 120 days as a condition of employment.

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 strengthen Schwab’s position.

Skills

Communication skills

Presentation skills

Advisor relationship building

Education

Bachelor’s degree or equivalent

Tools

CRM tools

Job description

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

You will manage a sales pipeline, conduct discovery with advisors and sponsors, and present Schwab plan capabilities with a consultative, compliance-aware approach.