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

Charles Schwab; Old Saybrook (CT); Remote; USD 150,000 - 200,000; Full time

Job summary

A leading financial services firm is seeking a VP of Sales for Retirement Plan Services in the Northeast. This role involves pursuing new sales opportunities, managing relationships with key stakeholders, and leading a sales team. The ideal candidate is self-motivated and possesses strong communication skills, with a background in client service and sales experience. The company offers a supportive culture and competitive benefits, including a 401(k) plan and paid time off.

Benefits

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Self-motivated, enthusiastic with integrity and resilience.
• Client facing service or intermediary sales experience required.
• FINRA Series 7 and 63 licenses can be obtained under condition.

Responsibilities

• Identify and sell to retirement plan prospects in Large Market segment.
• Develop and maintain relationships with key prospects and advisors.
• Coach and mentor selling team members for optimum sales effectiveness.

Skills

Client service focus

Excellent listening

Communication

Interpersonal skills

Organizational skills

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

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

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

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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.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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