VP, Sales - Retirement Plan Services (Remote - Northeast Territory)

Charles Schwab Corporation; Boston (MA); Remote; USD 90,000 - 160,000; Full time

Job summary

An established industry player is seeking a dynamic Vice President of Sales to drive defined contribution plan sales in the Large Market segment. This role involves prospecting and managing relationships with key stakeholders, including plan sponsors and investment advisors. The ideal candidate will have a strong client service focus, excellent communication skills, and a proven track record in sales. Join a forward-thinking firm that values innovative solutions and empowers you to make a significant impact in the finance industry.

Qualifications

• Self-motivated and enthusiastic with high personal integrity.
• Experience in client-facing service or intermediary sales.

Responsibilities

• Identify and pursue retirement plan sales opportunities.
• Collaborate with internal partners to win new business.

Skills

Client service focus

Communication skills

Sales experience

Organizational skills

Technology leveraging

Relationship building

Negotiation skills

Education

Bachelor's degree

Postgraduate degree or certification

Tools

Salesforce CRM

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Large Market segment ($150Million-$1Billion). As a Vice President of Sales, this individual will be responsible for prospecting, managing and winning business in the Northeast territory (ME, VT, NH, MA, NY, RI, CT), and promoting cross-engagement opportunities. This individual will partner with Mid-Market sales, Mega Market sales and Consultant Relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

What you will be responsible for:

• Identify, pursue and sell to retirement plan prospects with an emphasis on Large Market ($150Million-$1Billion plans) plans
• Work within a team structure to identify, develop and maintain relationships with key prospects, advisors, and consultants
• Develop and manage sales opportunity pipeline
• Play lead role in managing the sales process for all assigned sales opportunities
• Provide all required and requested documentation for active sales opportunities
• Collaborate with internal business partners in pursuit of new business
• Coach and mentor selling team members for optimum presentation and sales effectiveness
• Negotiate services with consultants and plan sponsors
• Understand and communicate the breadth of Schwab services
• Identify leads for other Schwab business lines (i.e. Stock Plan Services) and work together to develop and win multi-practice business opportunities
• Achieve monthly territory development activity goals
• Maintain current and accurate data in Salesforce
• Provide timely updates to Sales management and Retirement Plan Services leadership upon request

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
• Exhibit professionalism, confidence, accountability, and respect for others with each interaction
• Client service focus and a track record of exceeding expectations
• Excellent listening, communication, and interpersonal skills
• Competent leveraging technology to interact and present virtually
• Ability to position services and develop creative solutions to positively influence decision-making and outcomes
• Capacity to develop relationships and interact with different level individuals within an organization, including executive or management level focus
• Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
• Client facing service or intermediary sales experience
• Familiarity with advisors and benefit consultants within defined territory
• Qualified and non-qualified plan marketplace knowledge and competitor insight
• Experience with Salesforce CRM
• Bachelor’s degree or equivalent experience; may have postgraduate and/or certification
• FINRA Series 7 and 63 licenses (Can be obtained uner condition of employment)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.