Inside Sales Representative - Retirement Plan Services

About the role

This position is focused on generating new 401(k) plan sales by partnering with retirement plan advisors, qualifying small and mid-sized employer opportunities, and presenting Schwab Retirement Plan Services capabilities in a consultative, compliance-aware manner.

Responsibilities

• Generate new retirement plan business through advisor referrals and internal lead sources.
• Manage a sales pipeline of qualified opportunities.
• Conduct discovery discussions with advisors and plan sponsors.
• Qualify opportunities based on plan size, advisor relationship, and strategic fit.
• Present Schwab retirement plan solutions and pricing.
• Develop proposals tailored to sponsor and advisor needs.
• Build and maintain productive relationships with retirement plan advisors to generate referrals, support opportunity development, and strengthen Schwab’s position within the advisor community.

Requirements

• Bachelor’s degree or equivalent work experience required.
• Minimum of two years' experience in the financial services industry.
• Minimum of two years' experience working with retirement plans.
• Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products commonly used within retirement plans.
• Strong communication and presentation skills.
• FINRA Series 7 and 63 licenses required, or ability to obtain required registrations within 120 days as a condition of employment.

Preferred qualifications

• Experience using CRM tools.
• Managing an inside-sales pipeline.
• Developing advisor or intermediary relationships.
• Presenting retirement plan solutions to business owners or plan fiduciaries.

Skills

• Consultative selling skills.
• Compliance awareness.
• Discovery and proposal development.
• Relationship building with advisors and plan sponsors.

Benefits

At Schwab, you're eligible for an annual bonus and a comprehensive benefits package including:

• 401(k) with company match and Employee stock purchase plan.
• Paid time off 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.

Pay

The salary range for this role is [insert actual salary range here].

Schedule

The role is eligible for a hybrid work schedule that balances flexibility with the need to serve clients and work together in person on a regular basis.