Sales Consultant - Phoenix, AZ

Description:


If you are committed to working for a firm known for its relentless client focus, its history of industry changing innovation, and its reputation as an employer of choice, we invite you to consider an opportunity with Charles Schwab as a Sales Consultant in our Investor Business Development organization with locations in Denver, CO and Phoenix, AZ.

Over the past 30 years, The Charles Schwab Corporation has evolved to serve the growing needs of a wide range of individual investors and the financial advisors who serve them, while remaining focused on providing the most useful and ethical financial services in the world.

Today, we are a firm able to deliver a broad range of investment advice, services and products to an equally broad spectrum of clients - including active traders, independent investors, individuals in need of an advisor-guided relationship, wealthy families and employers with retirement and stock plans.

The Investor Business Development organziation is part of the Client Relationship Development group which also includes our Branch Office Network, Active Trader Sales and Fixed Income Sales organizations. These areas work closely together to provide “best in class” tools, resources and solutions to our clients across the country.

Description:

Investor Business Development is a primary sales arm for Schwab Investor Services. We support “Talk to Chuck” initiatives; receive calls related to marketing and advertising; and proactively assist prospects and clients with assessing needs, proposing solutions, consolidating assets, opening new accounts and navigating them to the next steps in their fully integrated relationship with Schwab.

You will be responsible for:

• Client acquisitions and consolidations
• Client focused solutions
• Sales and revenue targets

Technical Skills:

Your financial success will be the direct result of your personal selling and client experience skills. Our Sales Consultant Incentive Compensation program rewards client relationship development with an emphasis on revenue acquisition and consolidation.

The ideal candidate will have:

• Genuine desire to help clients using needs-based selling
• Ability to create client promoters by delivering spectacular client experience
• Undergraduate degree
• Series 7 and 63
• 3 or more years of proactive, successful sales experience in the financial services industry
• Outstanding communication skills
• Comprehensive industry and client solution knowledge
• Relationship and client acquisition experience and success

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that values both its clients and employees, then you should consider a career at Charles Schwab.

This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications NASD Series 7, NASD Series 63 Relevant Work Experience Business Development and Sales-2-5 yrs Position Located In AZ - Phoenix Education BA/BS Job Type Full Time