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Strategic Sales Leader

The Charles Schwab Corporation
Richfield, OH Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 3/7/2025
Unlock Your Potential as a Sales Leader

As a Vice President of Defined Contribution Plan Sales at The Charles Schwab Corporation, you will be empowered to drive growth and innovation in the retirement plans industry. This is an exceptional opportunity for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m).

About the Role

  • Prospect, manage, and win business in a designated territory.
  • Promote cross-engagement opportunities with Large Market sales and Consultant Relations professionals.
  • Develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

Key Responsibilities

  • Identify, pursue, and sell to retirement plan prospects with an emphasis on Mid-Market ($10m-$150m) plans.
  • Work within a team structure to identify, develop, and maintain relationships with key prospects, advisors, and consultants.
  • Develop and manage sales opportunity pipeline.
  • Provide all required and requested documentation for active sales opportunities.

What We're Looking For

  • A 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.
  • Client service focus and a track record of exceeding expectations.

Requirements

  • Self-motivated, enthusiastic individual.
  • 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.

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