Internal Sales Leader - Retirement & Equity Solutions

Charles Schwab Corporation; Richfield Township (OH); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking an Internal Sales Leader who will guide retirement plan recordkeeping and equity compensation sales efforts. You will balance people leadership with direct sales execution to create a high-performing, consultative internal sales function that generates qualified opportunities and strengthens cross-functional referral networks.

In this working-leader role, you will mentor peers, manage a portfolio of priority prospects, and drive strategy, forecasting, and

Qualifications

• Bachelor's degree or equivalent experience.
• 7+ years of relevant experience in retirement plans, equity compensation, financial services, institutional sales, wealth management, employee benefits, or a related field.
• Demonstrated success in business development, consultative selling, pipeline creation, and sales execution.
• People-leadership or team-lead experience, including coaching, performance accountability, and talent development.
• Ability to operate as a working manager and personally manage prospects and opportunities while leading the team.
• Strong executive communication, presentation, relationship-management, and cross-functional leadership skills.
• CRM and forecasting proficiency, preferably Salesforce.

Responsibilities

• Lead, coach, and develop internal sales representatives across retirement plan and equity compensation disciplines, establishing clear expectations for activity, quality, collaboration, and results.
• Maintain a personal portfolio of priority prospects, referral partners, or strategic opportunities while balancing day-to-day leadership responsibilities.
• Conduct outbound business development, discovery, lead qualification, and follow-up across retirement plan recordkeeping and/or equity compensation opportunities based on business need.
• Lead or participate in prospect presentations, discovery meetings, finalist meetings, industry events, and complex deal-strategy discussions.
• Personally model disciplined Salesforce usage, strong call planning, accurate forecasting, timely follow-through, and high-quality opportunity documentation.
• Partner with field sales representatives to execute territory growth strategies and achieve annual sales objectives.

Skills

People leadership

Sales leadership

Business development

Consultative selling

Sales forecasting

Cross-functional collaboration

Executive communication

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Charles Schwab Corporation is seeking an Internal Sales Leader who will guide retirement plan recordkeeping and equity compensation sales efforts. You will balance people leadership with direct sales execution to create a high-performing, consultative internal sales function that generates qualified opportunities and strengthens cross-functional referral networks.

In this working-leader role, you will mentor peers, manage a portfolio of priority prospects, and drive strategy, forecasting, and