VP, Retirement Plan Services Emerging-Market Sales - Southwest Region
About The Position
Schwab is seeking a self-motivated sales professional to pursue new defined contribution plan opportunities in the Mid-Market segment, defined as plans with $10 million to $150 million in assets. The Vice President of Sales will prospect, manage, and win business within a designated territory while promoting cross-engagement opportunities. The role partners with colleagues across segments and Consultant Relations professionals to develop relationships with plan sponsors, investment advisors, and retirement plan consultants. The Southwest Region includes Arizona, Utah, Nevada, New Mexico, and Southern California. The associate is expected to live within the region, with Los Angeles or Phoenix preferred. Compensation includes a competitive base salary and a performance-driven incentive plan.
Requirements
- Passion for Schwab’s mission of helping every client and participant achieve their financial goals.
- Self-motivation, enthusiasm, personal integrity, resilience, and commitment to professional growth.
- Professionalism, confidence, accountability, and respect in interactions.
- Client-service focus and a track record of exceeding client expectations.
- Excellent listening, communication, and interpersonal skills.
- Competence using technology to interact and present virtually.
- Ability to position services and develop creative solutions that positively influence decisions and outcomes.
- Ability to build relationships and influence people at all organizational levels, from entry-level employees to senior executives.
- Strong organizational skills, including the ability to handle multiple assignments, manage issues, and meet deadlines.
- Client-facing sales experience.
- Familiarity with advisors and benefit consultants in the defined territory.
- Knowledge of qualified and non-qualified plan markets and competitors.
- Experience with Salesforce CRM.
- Bachelor’s degree or equivalent experience; postgraduate education and/or certifications may also be held.
- Series 7 and Series 63 licenses are a condition of employment.
- Expected to live within the Southwest Region, which includes Arizona, Utah, Nevada, New Mexico, and Southern California.
Nice To Haves
- Experience working with intermediaries is preferred.
- Residence in Los Angeles or Phoenix is preferred.
Responsibilities
- Identify, pursue, and sell to retirement plan prospects, emphasizing Emerging Market plans with $10 million to $150 million in assets.
- Work with a team to identify, develop, and maintain relationships with key prospects, advisors, and consultants.
- Develop and manage the sales opportunity pipeline.
- Lead the sales process for assigned opportunities.
- Provide required and requested documentation for active sales opportunities.
- Collaborate with internal business partners to pursue new business.
- Coach and mentor selling team members to improve 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, such as Stock Plan Services.
- Achieve monthly territory development activity goals.
- Maintain current and accurate information in Salesforce.
- Provide timely updates to Sales management and Retirement Plan Services leadership upon request.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
