VP, Retirement Plan Sales — Emerging Markets (Remote)

Charles Schwab; California; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after years of service

Tuition reimbursement

Job summary

Charles Schwab is seeking a self-motivated Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m). The role partners with regional teams and consultants to develop relationships with plan sponsors and advisors, driving pipeline and revenue in the designated Great Lakes region.

Remote work is approved with the associate required to live within the supported region.

Qualifications

• Bachelor's degree or equivalent experience; Series 7 and 63 licenses may be required.
• Experience in defined contribution/retirement plans and sales to mid-market clients.
• Strong understanding of retirement plan sponsors, investment advisors, and consultants.

Responsibilities

• Prospect, manage, and win defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m).
• Develop and manage a sales opportunity pipeline and lead the sales process for all assigned opportunities.
• Collaborate with internal partners and cross-engage with colleagues to pursue opportunities and close business.
• Maintain accurate data in Salesforce and provide updates to Sales leadership.
• Coach and mentor selling team members for better presentation and results.

Skills

Relationship building

Sales leadership

Communication

Client service

Listening

Technology proficient

Education

Bachelor's degree

Postgraduate or certification (optional)

Tools

Salesforce CRM

Job description

Charles Schwab is seeking a self-motivated Vice President of Sales to pursue defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m). The role partners with regional teams and consultants to develop relationships with plan sponsors and advisors, driving pipeline and revenue in the designated Great Lakes region.

Remote work is approved with the associate required to live within the supported region.