Charles Schwab & Co., Inc
\t\t Description: Cincinnati - OH, BROHCN, 4000 Smith Road, 45209-1966Christina Antoinette Peyer1204-37347We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.\u00a0Our Opportunity:Schwab Stock Plan Services (SPS) provides a variety of solutions to private and publically traded companies of all sizes for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for recordkeeping and employee services either directly through Schwab or through a network of industry-leading TPA business partners. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals.Specifically, the Inside Sales Representative supports sales growth by providing valuable outreach to identify, engage and develop new corporate Stock Plan Services prospects directly as well as through a variety of networking and marketing channels including regional and national conferences. Through this collaborative initiative, the Inside Sales team are helping prospective corporate clients develop their interests into actionable leads which are then managed by the District Sales Managers.\u00a0What you\u2019ll do:
Overarching goal is to partner with District Sales Manager(s) to increase sales pipeline and sales effectiveness, especially during times of DSM travel.\u00a0 Extensive prospecting and cold-calling efforts are required.
Identifies and pursues business development opportunities with stock plan prospects, focusing on executive or management level plans.\u00a0
Acts as a central resource to field incoming leads and analyze, respond to or direct to appropriate group(s) as needed.
For smaller plans, the goal is to manage the entire sales process from beginning to end, resulting in new client wins via primarily phone-based communications while also enhancing overall sales skills.
Business development goals focus on creating an awareness of Schwab services, identifying key members of the organization, collecting information on stock plan types, service needs, departmental goals/projects as well as current pains and providers.
Provides sales support for outside sales teammate(s), including but not limited to, obtaining pricing quotes from SPS Plan Acceptance, initiating or developing proposals, scheduling presentation meetings and managing production and delivery of presentations and related sales tools.
Participates in the identification and management of direct sales marketing campaigns, including direct mail campaigns, national and regional events and other activities designed to enhance lead flow.
Conducts meetings and presentations with clients or prospective clients, primarily via phone and web-based meetings.
May be requested to engage industry organizations on a local and national level to increase Schwab exposure, i.e. attending NASPP, GEO chapter meetings or national conferences.\u00a0
\u00a0What you have:
Preferable 2 years inside sales and marketing experience.
Series 7 and 63 encouraged.
Level 1 CEP certification encouraged.
Exceptional prospecting and cold-calling skills.
Ability to think and act logically under pressure.
Excellent communication, listening, interpersonal, PC, client service, and analytical skills.
Highly creative, proactive, motivated and resourceful.
\u00a0What you\u2019ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
\u00a0Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. \t\t Job Specifications
English - spoken
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Relevant Work Experience:
Marketing-2-5 yrs, Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs
Position Located In:
OH - Cincinnati
\t\t\t\t\t\t Category:Stock Plan Services \t\t Activation Date: Monday, December 4, 2017 \t\t Expiration Date: Monday, January 1, 2018 \t\t Apply Here \t
See Job Description
Charles Schwab & Co., Inc
Website : https://www.schwab.com
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.