VP, Retirement Plan Services Mid-Market Sales - Northeast Region

Location: Remote work is eligible, but residence within the Northeast Region is required. Conditions listed: California, US; Jersey City, NJ.

Salary: $150,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides financial services and retirement plan solutions for clients and participants.

What you will do

• Prospect, pursue, and win defined contribution retirement plan opportunities in the $150MM–$1B mid-market segment.
• Build and maintain relationships with plan sponsors, investment advisors, retirement plan consultants, and internal business partners.
• Manage the sales opportunity pipeline and lead the sales process for assigned opportunities.
• Prepare documentation, negotiate services, and communicate the breadth of Schwab’s offerings.
• Coach and mentor selling team members and achieve territory development activity goals.
• Identify cross-engagement opportunities for other Schwab business lines and maintain accurate Salesforce data.

Requirements

• Bachelor’s degree or equivalent experience.
• Series 7 and 63 licenses, obtainable as a condition of employment.
• Client-facing sales experience and familiarity with advisors and benefit consultants in the defined territory.
• Knowledge of qualified and non-qualified plan markets and competitor offerings.
• Strong communication, interpersonal, organizational, negotiation, and relationship-building skills.
• Experience using Salesforce CRM and technology for virtual client interaction and presentations.

Culture & Benefits

• Meaningful work, continuous learning, and a culture of trust and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.