[Hiring] Vice President of Sales @Charles Schwab Inc.

Role Description

We are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Mid-Market segment ($150MM-$1B). As a Vice President of Sales, this individual will be responsible for:

• Identifying, pursuing, and selling to retirement plan prospects with an emphasis on Mid-Market ($150m-$1b plans).
• Working within a team structure to identify, develop, and maintain relationships with key prospects, advisors, and consultants.
• Developing and managing a sales opportunity pipeline.
• Playing a lead role in managing the sales process for all assigned sales opportunities.
• Providing all required and requested documentation for active sales opportunities.
• Collaborating with internal business partners in pursuit of new business.
• Coaching and mentoring selling team members for optimum presentation and sales effectiveness.
• Negotiating services with consultants and plan sponsors.
• Understanding and communicating the breadth of Schwab services.
• Identifying leads for other Schwab business lines (i.e., Stock Plan Services).
• Achieving monthly territory development activity goals.
• Maintaining current and accurate data in Salesforce.
• Providing timely updates to Sales management and Retirement Plan Services leadership upon request.

This position is eligible for remote work but should reside within the territory (Northeast Region).

Qualifications

• Bachelor’s degree or equivalent experience; may have postgraduate and/or certification.
• Series 7 and 63 licenses (can be obtained through a condition of employment).
• A passion for Schwab’s mission of helping every client and participant achieve their financial goals.
• Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and professional growth.
• Exhibits professionalism, confidence, accountability, and respect for others with each interaction.
• Client service focus and a track record of exceeding client expectations.
• Excellent listening, communication, and interpersonal skills.
• Competence 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 influence individuals at all levels within an organization, from entry-level to senior executives.
• Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines.
• Client-facing sales experience (experience working with intermediaries is preferred).
• Familiarity with advisors and benefit consultants within defined territory.
• Qualified and non-qualified plan marketplace knowledge and competitor insight.
• Experience with Salesforce CRM.