VP, Sales - Retirement Plan Services – Mid-Atlantic region

California

Requisition ID 2024-97854 Category Sales & Relationship Management Position type Regular Salary USD $81,800 - $167,200 / Year Application deadline 2024-05-04

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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Core Market segment ($50m-$750m). 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 consultant relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

What you have

Bachelor’s degree or equivalent work related experience; may have postgraduate and/or certification
Active and valid FINRA Series 7 and 63 licenses required (may consider a condition of employment for highly qualified candidates)
8+ years in retirement plan services
Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
Exhibits professionalism, confidence, accountability, and respect for others with each interaction
Sales focus and a track record of exceeding expectations
Excellent listening, communication, and interpersonal skills
Competence using 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 interact with different level individuals within an organization, including executive or management level focus
Effective organizational skills to handle multiple assignments simultaneously, lead through issues, and meet time limits
Large market retirement plan sales experience
Familiarity with advisors and benefit consultants within defined territory
Qualified and non-qualified plan marketplace knowledge and competitor insight
Experience with Salesforce CRM

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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