Remote VP, Emerging Market Retirement Plan Sales

Charles Schwab

California

Remote

USD 90,000 - 110,000

Full time

3 days ago
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Benefits offered by this job

401(k) with company match
Vacation and sabbatical after 5 years
Parental leave & family benefits
Tuition reimbursement
Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment. The role involves prospecting, managing a territory, and promoting cross-engagement with consultants and investment advisors to win new business.

The position supports remote work within the Southwest region, with preference for Los Angeles or Phoenix, and requires a strong background in retirement plan sales and client relationship management.

Qualifications

  • Identify and pursue defined contribution plan opportunities in the Mid-Market segment.

Responsibilities

  • Pursue defined contribution plan sales opportunities in the Mid-Market segment.

Skills

Prospecting & selling
Relationship building
Pipeline management
Lead generation
Sales process leadership
Salesforce CRM
Communication & presentation

Education

Bachelor's degree or equivalent experience
Series 7 & 63 licenses
Postgraduate certification

Tools

Salesforce CRM

Job description

Charles Schwab is seeking a Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment. The role involves prospecting, managing a territory, and promoting cross-engagement with consultants and investment advisors to win new business.

The position supports remote work within the Southwest region, with preference for Los Angeles or Phoenix, and requires a strong background in retirement plan sales and client relationship management.

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