VP, Emerging-Market Retirement Plan Sales

Charles Schwab Inc.; Oklahoma City (OK); À distance; USD 150 000 - 230 000; Plein temps

Résumé du poste

Charles Schwab Inc. is seeking a Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment.

The role focuses on prospecting, managing, and winning business in a designated territory while promoting cross-engagement with colleagues and consultants. You will partner with consultants, advisors, and plan sponsors to build relationships, manage opportunities, and deliver compelling presentations to senior executives using Salesforce CRM and virtual

Qualifications

• Bachelor's degree or equivalent experience required.
• Series 7 and 63 licenses condition of employment.
• Strong client-service orientation and consultative selling skills.
• Experience selling to retirement plan sponsors, advisors, or consultants.

Responsabilités

• Identify and pursue retirement plan prospects in defined territory.
• Develop and maintain relationships with plan sponsors, advisors and consultants.
• Lead the sales process and manage the opportunity pipeline.
• Collaborate with internal partners and mentor selling team members for effectiveness.
• Maintain accurate Salesforce data and provide timely updates to leadership.

Connaissances

Self-motivated

Client focus

Communication skills

Relationship building

Interpersonal skills

Team collaboration

Formation

Bachelor's degree or equivalent experience

Postgraduate certification (optional)

Outils

Salesforce CRM

Description du poste

Charles Schwab Inc. is seeking a Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment.

The role focuses on prospecting, managing, and winning business in a designated territory while promoting cross-engagement with colleagues and consultants. You will partner with consultants, advisors, and plan sponsors to build relationships, manage opportunities, and deliver compelling presentations to senior executives using Salesforce CRM and virtual