VP – Sales Mega Market – Retirement Plan Services
| Company | Charles Schwab |
|---|---|
| Location | Boston, MA, USA, Lone Tree, CO, USA, Orlando, FL, USA, California, USA, Westlake, TX, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 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 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 interact with different level individuals within an organization, with an emphasis on executive or management level positions
- Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
- Mega market retirement plan experience
- Familiarity with advisors and benefit consultants who support Mega Market plan sponsors
- Qualified and non-qualified plan marketplace knowledge and competitor insight
- Experience with Salesforce CRM
- Bachelor’s degree or equivalent experience; may have postgraduate and/or certification
- Series 7 and 63 licenses. A condition of employment may be considered for highly qualified candidates to obtain licensing.
Responsibilities
- Identify, pursue, and sell to retirement plan prospects in the Mega Market segment ($1Billion+)
- Work within a team structure to identify, develop and maintain relationships with key plan sponsors, advisors, and benefit 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
Preferred Qualifications
-
No preferred qualifications provided.