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About the Role

We are seeking a self-motivated professional to pursue new defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m). This role involves prospecting, managing, and winning business within a designated territory, while promoting cross-engagement opportunities and partnering with colleagues to build relationships with key plan sponsors, investment advisors, and retirement plan consultants.

Responsibilities

Identify, pursue, and sell to retirement plan prospects with an emphasis on Emerging Market ($10m-$150m 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 a 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.

Requirements

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.
Series 7 and 63 licenses condition of employment.

Skills

Sales prospecting
Sales management
Relationship building
Pipeline management
Sales process management
Negotiation
Communication
Interpersonal skills
Technology utilization
Organizational skills
Salesforce CRM

Location

Southwest Region (AZ, UT, NV, NM, Southern CA)
Preference for Los Angeles or Phoenix

Work Type

Full-time

Experience Level

Vice President

Education Level

Bachelor's degree or equivalent experience
May have postgraduate and/or certification

Salary/Compensations

Competitive base salary complemented by a performance-driven incentive plan.

About the Company

Schwab's mission is helping every client and participant achieve their financial goals.