Inside Sales Representative - Retirement Plan Services

Charles Schwab Inc.•Westlake, TX

2d•$74,400 - $133,800

About The Position

Schwab Retirement Plan Services (SRPS) is seeking a highly motivated and consultative Inside Sales Representative to drive new business growth among small and mid-sized employers seeking retirement plan solutions. This role is responsible for developing and closing sales opportunities for 401(k) plans through financial advisors who serve as fiduciaries and seek Schwab plan administration, directed trustee, custodial, and brokerage services. The role works closely with internal sales, relationship management, operations, compliance, and product partners to move qualified opportunities through the sales process and deliver a consistent experience for advisors and plan sponsors. At Schwab, we are committed to helping employers and plan advisors deliver solutions that help plan participants pursue better retirement outcomes. As an Inside Sales Representative, you will expand access to Schwab retirement plan solutions by building advisor relationships, identifying qualified sponsor opportunities, and helping prospective clients understand how Schwab supports fiduciary excellence, exceptional service, and long-term plan success.

Requirements

Bachelor’s degree or equivalent work experience required.
Minimum of two years' experience in the financial services industry
Minimum of two years' experience working with retirement plans
Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products commonly used within retirement plans.
Strong communication and presentation skills.
FINRA Series 7 and 63 licenses required, or ability to obtain required registrations within 120 days as a condition of employment.

Nice To Haves

Experience using CRM tools
Managing an inside-sales pipeline
Developing advisor or intermediary relationships
Presenting retirement plan solutions to business owners or plan fiduciaries

Responsibilities

Generate new retirement plan business through advisor referrals and internal lead sources.
Manage a sales pipeline of qualified opportunities.
Conduct discovery discussions with advisors and plan sponsors.
Qualify opportunities based on plan size, advisor relationship, and strategic fit.
Present Schwab retirement plan solutions and pricing.
Develop proposals tailored to sponsor and advisor needs.
Build and maintain productive relationships with retirement plan advisors to generate referrals, support opportunity development, and strengthen Schwab’s position within the advisor community.