VP, Retirement Plan Sales – Emerging Markets (Remote)

Charles Schwab; San Francisco (CA); Remote; USD 200,000 - 320,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a VP of Sales to pursue defined contribution plan opportunities in the Mid-Market segment. The role involves prospecting, managing and winning business within a designated territory, and promoting cross-engagement with colleagues and consultants.

The candidate will lead the sales process, develop relationships with plan sponsors and advisers, and ensure accurate Salesforce data while achieving territory activity goals.

Qualifications

• Bachelor’s degree or equivalent experience; Series 7 and 63 licenses required.
• Strong client service focus with ability to build relationships with sponsors, advisors and consultants.
• Excellent listening, communication, and interpersonal skills.
• Proven track record in retirement plan sales and territory development.

Responsibilities

• Prospect, manage, and win defined contribution plan opportunities in a Mid-Market territory.
• Develop and manage the sales opportunity pipeline and lead the sales process.
• Maintain accurate data in Salesforce and provide updates to leadership.
• Collaborate with Consultant Relations and other segments to drive cross-engagement.
• Coach and mentor selling team members for effectiveness.

Skills

Prospecting and selling

Pipeline management

Sales process leadership

Documentation for opportunities

Cross-team collaboration

Coaching and mentoring

Negotiation with consultants

Salesforce CRM

Relationship building

Education

Bachelor’s degree or equivalent experience; Series 7 & 63 licenses

Tools

Salesforce CRM

Job description

Charles Schwab is seeking a VP of Sales to pursue defined contribution plan opportunities in the Mid-Market segment. The role involves prospecting, managing and winning business within a designated territory, and promoting cross-engagement with colleagues and consultants.

The candidate will lead the sales process, develop relationships with plan sponsors and advisers, and ensure accurate Salesforce data while achieving territory activity goals.