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 management.

Benefits

• 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 not specified, but it is eligible for an annual bonus.

Schedule

The schedule for this role is not specified, but it is a full-time position.