VP, Retirement Plan Sales — Emerging Markets (Remote)

Charles Schwab Corporation; California; Remote; USD 180,000 - 290,000; Full time

Benefits offered by this job

Incentive plan

Remote work option within region

Job summary

Charles Schwab Corporation is seeking a self-motivated Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment ($10m-$150m). The role involves prospecting, managing, and winning business across a designated territory and collaborating with consultants, advisors, and internal partners.

You will lead the sales process, build a robust pipeline, and maintain data in Salesforce, while negotiating services with plan sponsors.

Qualifications

• Identify, pursue and sell to retirement plan prospects with an emphasis on Emerging Market ($10m-$150m plans).
• Develop and manage sales opportunity pipeline.
• Lead the sales process for all assigned opportunities.
• Coordinate with internal partners to pursue new business.

Responsibilities

• Play lead role in managing the sales process for all assigned opportunities.
• Collaborate with internal business partners in pursuit of new business.
• Coach and mentor selling team members for presentation and sales effectiveness.
• Maintain data in Salesforce and provide timely updates to leadership.

Skills

Territory sales

Relationship building

Prospecting

Negotiation

Cross-functional collaboration

Sales strategy

Financial services knowledge

Education

Bachelor’s degree or equivalent experience

Series 7 and 63 licenses

Tools

Salesforce CRM

Job description

Charles Schwab Corporation is seeking a self-motivated Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment ($10m-$150m). The role involves prospecting, managing, and winning business across a designated territory and collaborating with consultants, advisors, and internal partners.

You will lead the sales process, build a robust pipeline, and maintain data in Salesforce, while negotiating services with plan sponsors.