[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 ($10m-$150m). As a Vice President of Sales, this individual will be responsible for:

• Prospecting, managing, and winning business in a designated territory
• Promoting cross-engagement opportunities
• Partnering with colleagues from other segments and Consultant Relations professionals
• Developing relationships with key plan sponsors, investment advisors, and retirement plan consultants

Key responsibilities include:

• Identifying, pursuing, and selling to retirement plan prospects with an emphasis on Emerging Market ($10m-$150m plans)
• Working within a team structure to identify, develop, and maintain relationships with key prospects, advisors, and consultants
• Developing and managing sales opportunity pipeline
• Playing 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

The Great Lakes Region includes: WI, IL, IN, OH, KY. This position is approved for remote work but the associate is required to live within the region that is supported.

Qualifications

• 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
• Bachelor’s degree or equivalent experience; may have postgraduate and/or certification
• Series 7 and 63 licenses condition of employment

Benefits

• This position offers a competitive base salary complemented by a performance-driven incentive plan.