VP, Retirement Plan Services Mid-Market Sales - Northeast Region

Charles Schwab Inc.•Jersey City, NJ

3d•Remote

About The Position

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 prospecting, managing, and winning business in a designated territory and promoting cross-engagement opportunities. This individual will partner with colleagues from other segments and Consultant Relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

Requirements

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

Nice To Haves

experience working with intermediaries is preferred

Responsibilities

Identify, pursue and sell to retirement plan prospects with an emphasis on Mid-Market ($150m-$1b 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)
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