Sales Jobs in Weir, TX
28 positions found
Hunts within defined territory to prospect and win net new small to medium business customers. B2Bs are also responsible to ramp and onboard net new won accounts to further expanding our customer base. It is a high velocity sales position that leverages a prioritized call list to drive prospect engagement remotely by phone, video, face to face, and utilizing digital tools.
Exhibit effective appointment setting skills and set the required number of appointments each week with the correct decision makers
Capable of overcoming objections and closing the sale.
Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Priority List, Tenfold, SFDC).
Internal Partnerships: Effectively work with customer support/set up teams and category specialists to progress deals forward to closed won
Implements and ramps wins driving compliance to new account/program
Create sticky accounts which will continue to purchase from Staples
Integrates feedback from prospects into their sales approach
New customer assortment and pricing
Customer Communications: Individual is responsible to communicate with prospects daily in person and face to face in a professional manner
Ability to work with product category sales team members
Strong business, financial, operations and technology acumen
Ability to function independently with minimal daily supervision
Ability and motivation to find, develop, and close sales
1-3 years of successful sales experience or success as a Staples B2B Sales Associate
~2-3 years of experience in PowerPoint, Excel, and Outlook
Bachelor’s Degree
Knowledge of Customer Relationship Management tool (CRM)
Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays)
Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more perks and benefits
#At Staples, “inclusion” is an action word. When we operate inclusively, diversity naturally follows. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.
The Materials Manager is responsible for leading all aspects of materials planning, procurement, inventory control, warehouse operations, and fulfillment coordination across multiple channels—including Amazon FBA, direct-to-consumer, and wholesale distribution. This role plays a key part in scaling manufacturing operations. The ideal candidate will bring deep experience in production planning and execution, a systems-driven mindset, and the ability to lead high-performing teams through change and growth.
Responsibilities
The following responsibilities are representative of key areas required for success in this role:
- Lead, manage, and develop a team of professionals responsible for production planning, scheduling, and raw material and finished goods availability within the supply chain.
- Develop, communicate, and execute inventory and replenishment strategies to ensure product availability.
- Proactively manage the Amazon FBA inventory lifecycle, including pre-positioning, replenishment scheduling, compliance with Amazon’s requirements, and performance metrics.
- Drive scenario-based planning and risk mitigation strategies to ensure resilience against supply chain disruptions.
- Collaborate cross-functionally with Sales, Marketing, and eCommerce teams to align inventory planning with promotional activity, product launches, and seasonal forecasts.
- Provide leadership in the use and optimization of ERP (SAP S/4HANA), including the integration of tools such as Enterprise Warehouse Management and mobile shipping solutions.
- Develop and track key performance indicators (KPIs), conduct root cause analysis, and implement corrective action plans as needed.
- Lead and facilitate the Sales & Operations Planning (S&OP) process, ensuring demand and supply alignment and senior leadership visibility.
- Identify, recommend, and implement continuous improvement initiatives aligned with industry best practices.
- Establish forecasting and demand consumption best practices, while joining the core team to drive implementation of tools such as SAP Analytics Cloud for scenario planning and performance analysis.
Qualifications
Education & Experience:
- Bachelor’s degree required; Master’s degree in Supply Chain Management, Operations, or Business Administration preferred.
- APICS (ASCM) CPIM or CSCP certification is strongly preferred.
- 7+ years of experience in supply chain management roles with experience in a manufacturing environment.
- Experience managing operations through AMZ Seller Central preferred.
- Having led or been a Production Planner or Master Scheduler preferred.
- Demonstrated success leading Integrated Business Planning (IBP) or S&OP processes at scale.
- Experience with negotiation and oversight of supply agreements, vendor contracts, and service-level expectations.
Key Success Factors
- Strong working knowledge of ERP (SAP S/4HANA preferred), MRP, demand planning, and advanced supply chain planning systems.
- Demonstrated experience applying data and analytics tools (e.g., Power BI, SAP Analytics Cloud) to drive supply chain decisions.
- Excellent decision-making capability with a strong sense of accountability and follow-through.
- Effective communicator with the ability to clearly present recommendations, insights, and complex issues to cross-functional teams and senior leaders.
- Proven leadership skills in both direct team management and cross-functional collaboration.
- Strong change leadership skills with the ability to manage ambiguity, scale operations, and support digital transformation initiatives.
- Highly organized and self-directed, with the ability to manage competing priorities and meet deadlines in a dynamic environment.
- Strong customer- and fulfillment-oriented mindset, with a commitment to accuracy, on-time delivery, and operational excellence.
Everware offers comprehensive wages and benefits, including:
· 401 (k) plan
· Company 401 (k) Matching Contributions
· Employee Assistance Program (EAP)
· Paid training and development opportunities
In addition, eligible employees are offered:
· Medical, Dental, & Vision Insurance with an employer contribution of up to $650.00
· Generous Vacation Time & 10 Paid Holidays
· Health Savings Account (HSA)
· Life, Dependent Life and AD&D Insurance
· Voluntary Term Life
· Voluntary Short & Long Term Disability
· Hospital Indemnity
Job Description
We are seeking a Sales Outside/Inside Sales Representative to join our team! You will resolve customer questions and offer solutions to drive company revenue.
Responsibilities:
* Present and sell company products and services to new and existing customers
* Prospect and contact potential customers
* Reach agreed upon sales targets by the deadline
* Resolve customer inquiries and complaints
* Set follow-up appointments to keep customers aware of latest developments
* Create sales material to present to customers
Qualifications:
* Previous experience in sales, customer service, or other related fields
* Familiarity with CRM platforms
* Ability to build rapport with clients
* Strong negotiation skills
* Deadline and detail-oriented
Company Description
Established in 1996 with headquarters in Dallas, Texas.
#1 pest management company servicing home builders.
Currently performs more than 2,000,000 services each year.
We specialize in pest control service through our integrated home system, Taexx®.
Provide traditional pest and termite control services for existing homeowners, and pre-construction services for home builders.
Over 2,000 employees.
Over 57 branch locations.
Company Description
Established in 1996 with headquarters in Dallas, Texas.\r
#1 pest management company servicing home builders.\r
Currently performs more than 2,000,000 services each year.\r
We specialize in pest control service through our integrated home system, Taexx®.\r
Provide traditional pest and termite control services for existing homeowners, and pre-construction services for home builders.\r
Over 2,000 employees.\r
Over 57 branch locations.
Job Description
We are dedicated to enhancing not only the lives of our valued clients but also the personal and professional growth of our people. We've grown 32% since last year, creating a need to expand our sales team into several key local markets, and we're on the lookout for an individual with a competitive background who is hungry for career advancement, performance-based compensation, and an environment surrounded by a team of like-minded and high-achieving peers.
This sales role requires a high level of autonomy and independence, but you will be trained and receive ongoing support and advanced training from a high-performing veteran sales team. The ideal person for this role is someone who is highly confident, is not afraid of the daily grind, can focus on their goals, and excels at working through adverse situations with determination and enthusiasm.
Position Description:
As an outside sales professional you will cover a dedicated assigned territory. After receiving comprehensive classroom and field training with one or more of our accomplished sales trainers, you will make sales calls to small- and medium-sized businesses across various industries in your territory. You will schedule and attend in-person meetings with business owners and key decision-makers, introducing them to industry-leading supplemental insurance solutions tailored to fit their employee's needs. You will often work with your clients' employees on an individual basis as well as conduct presentations for employee groups ranging from 5 to 100+.
Core Responsibilities:
* Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
* Respond to client inquiries via phone, email, or text as needed
* Schedule meetings with potential and existing clients to understand their insurance needs
* Attend scheduled calls and meetings with your sales manager and team
* Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
* Build and nurture your own client portfolio
* Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
* Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
* Record daily work stats and sales activity updates at the end of each work day
The Ideal Candidate For This Role Possesses:
* Personality: You are outgoing and personable, you build trust easily with people, and you are someone who is invigorated and not intimidated by befriending strangers and conversing with new acquaintances.
* Confidence: Your confidence assures clients that their time spent with you is worthwhile and that the products you're offering add value. Addressing objections and pushback should come naturally.
* Coachable: You embrace feedback whether positive or critical and apply it where it's needed to improve your results. The ability to adapt and think outside the box is crucial for this role.
* Mental Toughness: You will face daily challenges in this sales role, so resilience is a required strength. You must be someone who is able to overcome adversity situations and not allow them derail your entire work day or week.
* Work Ethic: You expect personal and professional growth from yourself more than anyone else expects it of you. You don't quit until the goal is met or you have given your absolute best effort toward meeting it.
QUALIFICATIONS & DESIRED SOFT SKILLS:
* Strong interpersonal skills with the ability to build genuine connections quickly.
* A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
* Clearly-defined personal goals, a positive attitude, and optimistic outlook.
* Quick-thinking with exceptional situational awareness and critical thinking skills.
* Hunger for learning and growth, strong time management abilities, and the capability to work independently.
* Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers
ADDITIONAL QUALIFICATIONS:
* Pass a high-level pre-employment background check
* Active Drivers License and reliable transportation
* Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available)
* Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)
COMPENSATION & BENEFITS:
* Comprehensive classroom and field training program
* Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
* Health, dental and vision benefits offered after 60-days of employment
* Performance-based promotions
* Control of your schedule based on results achieved rather than time worked
* Continuing professional development classes, advanced sales trainings, and leadership development classes
* Culture of camaraderie, friendly competition, and success mindset
Apply now to be part of a team that embraces challenges and rewards effort!
ZR
Job Description
Roofing Sales Representative
Black Ridge Roofing
Location: Greater Austin Area (Kyle to Temple)
Job Type: Full-Time | Commission-Based
Compensation
Base Commission:
Sales representatives earn 10% commission on total project revenue for every roofing project sold and completed.
Average roofing project: $12,000 - $20,000
Typical commission per project: $1,200 - $2,000+
Example:
$15,000 roof replacement → $1,500 commission
Commissions are paid after the project is completed and final payment is collected.
Top-performing reps closing 5-8 projects per month can earn $100,000 - $200,000+ annually.
Earnings Expectations
Roofing sales is a performance-based role. Income grows as representatives develop their skills, build neighborhoods, and generate referrals.
Typical earnings progression for our sales representatives:
Year 1 (New Rep - No Experience)
- $50,000 - $80,000 average earnings
- Focus on learning inspections, sales process, and neighborhood prospecting
Year 2 (Experienced Rep)
- $80,000 - $120,000+ average earnings
- Higher close rates and repeat referral opportunities
Year 3+ (Top Performing Rep)
- $120,000 - $200,000+ annual earnings
- Established territory, referral pipeline, and higher project volume
Income is directly tied to individual effort, lead generation, and closing ability.
Incentive Plan
Monthly Sales Bonus
Reps who exceed monthly targets receive additional bonuses:
- 3 roofs sold in a month → $500 bonus
- 5 roofs sold in a month → $1,500 bonus
- 8+ roofs sold in a month → $3,000 bonus
Neighborhood Bonus
Closing multiple homes in the same neighborhood increases efficiency and rewards reps.
- 3 homes sold in the same neighborhood → $500 bonus
Fast Close Bonus
Encouraging same-day decisions.
- Contract signed same day as inspection → $150 bonus
About Black Ridge Roofing
Black Ridge Roofing is a growing roofing contractor serving homeowners throughout the Greater Austin region. We specialize in residential roof inspections, storm damage assessments, and full roof replacements.
Our mission is to provide homeowners with reliable roofing solutions while building a team of motivated sales professionals who want to grow with a company focused on performance and integrity.
Position Overview
Roofing Sales Representatives generate leads, inspect roofs for storm or weather damage, and help homeowners through the roof replacement process.
This role is primarily field-based and ideal for individuals who are motivated, self-driven, and comfortable meeting homeowners directly.
Responsibilities
- Generate leads through door-to-door outreach, referrals, and networking
- Conduct residential roof inspections for damage
- Educate homeowners about roofing systems and replacement options
- Assist homeowners with insurance claim processes when applicable
- Meet with insurance adjusters when necessary
- Present estimates and contracts to homeowners
- Maintain communication with customers throughout the project
- Track leads and sales activity
Qualifications
- Strong communication and interpersonal skills
- Self-motivated and goal-oriented
- Comfortable working independently in the field
- Sales experience preferred but not required
- Comfortable speaking with homeowners and prospecting neighborhoods
- Valid driver's license and reliable transportation
- Ability to safely climb ladders and access roofs
What We Provide
- Roofing and sales training
- Inspection guidance and product education
- Contracts and sales materials
- Project management and installation crews
- Administrative support
Our sales representatives focus on building relationships and closing deals while the company handles scheduling, materials, and installation.
Service Area
Sales representatives work throughout the Greater Austin region, including:
Austin
Kyle
Buda
Round Rock
Georgetown
Killeen
Harker Heights
Temple
and surrounding communities.
Advancement Opportunities
As Black Ridge Roofing expands, high-performing sales representatives can advance into:
- Senior Sales Representative
- Sales Team Lead
- Territory Manager
Apply Today
If you are competitive, motivated, and ready to build a high-income career in roofing sales, we encourage you to apply.
Black Ridge Roofing
Serving homeowners across the Greater Austin region.
Job Description
Join One of Texas' Fastest-Growing Roofing & Restoration Teams
Competitive Sign on Bonuses for Experienced Reps
At Quality Exteriors, we're proud to be Austin's trusted name in roofing and storm restoration—and we're growing fast. With over $5.5 million in projects completed in 2024 and projected growth to $10 million in 2025, we're looking to expand our team of Storm Restoration Representatives to help us continue delivering the honest, high-quality service our community counts on.
What's the Opportunity?
We believe the people who build this company should have the opportunity to own a piece of it. That's why top-performing team members are eligible for equity opportunities-giving you a chance to grow with us, not just for us. If you're ready to be part of a company that's redefining what it means to do honest, high-quality restoration work in Central Texas, this is your chance.
Due to recent hail and windstorms across Central Texas and the Austin Metro area, homeowners need trustworthy guidance more than ever. We're hiring for personable, and self-motivated individuals to help guide homeowners through inspections, insurance claims, and restoration projects.
Whether you have industry experience or not, we'll give you everything you need to succeed—including the best training program in the business. In just five days, you'll learn everything you need to start making an impact.
This is an in-person role based in the Central Texas area. Reliable transportation is required.
What You'll Get: Compensation & Benefits
Paid Training
Commissions on completed claims (avg. $3,750 per project) We operate off of a true 10/50/50 split.
Open books for full transparency.
Performance bonuses: monthly, quarterly and annually
Annual company trip and team incentives
Profit sharing, stock options
Total potential annual income: $250,000+
Flexible schedule
Who We're Looking For
You enjoy face-to-face communication and building trust with customers.
You're comfortable climbing a ladder when needed.
You have reliable transportation and a smartphone (for photos/videos).
You're self-motivated, well-organized, and manage your time well.
Sales experience is a bonus—but not required.
We offer competitive sign on bonuses for experienced reps!
What You'll Do
Inspect homes for hail, wind, and storm damage.
Educate homeowners on the claims process and next steps.
Document and measure damage, and help create accurate estimates.
Build trust, sign restoration agreements, and guide customers through their projects.
Market and generate new leads through local outreach and referrals.
Why Quality Exteriors?
We're more than a roofing company—we're a people-first, purpose-driven team. We do what we say we'll do, and we treat every homeowner like family. If you're looking for a meaningful career where your work directly helps people protect their biggest investment, you're in the right place.
Apply today and start building a career with purpose—and a future with unlimited potential.
* Company Description
Join One of Texas' Fastest-Growing Roofing & Restoration Teams
Competitive Sign on Bonuses for Experienced Reps
Company Description
Join One of Texas' Fastest-Growing Roofing & Restoration Teams\r
Competitive Sign on Bonuses for Experienced Reps
Job Description
Roofing Sales Consultant
Lighthouse Roofing & Exteriors
Lighthouse Roofing & Exteriors has a great opportunity for high-energy sales people who know how to close deals. We are looking for individuals who are motivated by monetary gain and ready to hustle. Whether you are an experienced rep with over a year in the roofing industry or a coachable newcomer, we have three openings starting right now.
The Opportunity
* Immediate Income: We pay UP FRONT with no backend waiting and no stressing about getting paid.
* High Earning Potential: High commissions with a yearly income average of $75K to $150K, plus bonuses for milestones and other sales incentives.
* Support & Training: We offer sales training, mentorship, and will help you close your first couple of deals.
* Growth Environment: Join a team with a great company culture built on honor, respect, and mutual support.
* Freedom: Enjoy flexibility, freedom, and fat paychecks in a recession-proof industry.
Responsibilities
* Canvass neighborhoods to identify storm-damaged roofs and conduct roof inspections.
* Networking, building relationships, and door-to-door sales to close deals.
* Work with a sales person during the training process.
* Utilize provided leads, marketing support, and qualified leads to grow your pipeline.
Qualifications
* At least 6 months of experience in a sales environment.
* Must be willing and comfortable getting on roofs to make assessments or using a drone.
* Must have reliable transportation and a valid driver's license.
* Must be friendly, good with people, and ready to follow a proven system.
If this sounds exciting, we would love to have a conversation with you. Apply today!
Job Description
Comax Junk Removal isn't your average junk hauling company. We're one of the fastest-growing, highest-rated junk removal teams in Central Texas, and we're building our first-ever Business Development team to take this company to the next level. We went from a 1-person operation to an 11-person crew in record time, and now we need a sharp, hungry, relentless BDR to help us dominate the commercial market.
You'll be the tip of the spear: identifying, prospecting, and closing commercial accounts across Central Texas. Property managers, general contractors, apartment complexes, office buildings, construction sites. If they've got junk, you're going to make sure they call Comax. You'll work directly with leadership, build real relationships, and have a direct impact on the company's revenue and growth.
If you can't handle rejection, don't know how to follow up, or think sales is about sitting behind a screen waiting for leads to come to you, this ain't for you. But if you're a closer who loves the hunt, thrives on building something from nothing, and wants to be part of a team that actually rewards hustle, Comax gets it done, anytime and every time.
COMPENSATION & PERKS
* Base salary $45,000 to $55,000 depending on experience level (see tier details below)
* OTE (On-Target Earnings): $58K to $95K+ with uncapped commission + bonuses
* 5% commission on every account you close, paid once the first work order is complete. Zero cap. No ceiling.
* Monthly performance bonuses for accounts closed and revenue targets hit
* Quarterly bonus for 3 consecutive months at 100%+ of target
* Weekly pay
* Paid training and onboarding
* Clear promotion path: Junior BDR to BDR to Senior BDR to Sales Manager
* Company-provided CRM tools and sales tech stack
* Be part of the founding commercial sales team. Your fingerprints will be all over this company's growth story
WHAT YOU'LL DO
* Prospect and identify high-value commercial accounts through cold calling, email outreach, LinkedIn, networking events, and door-to-door field visits
* Conduct needs analyses with property managers, facility directors, general contractors, and business owners
* Create and present custom proposals tailored to each prospect's specific situation
* Follow up relentlessly: 5, 10, 20 touches if that's what it takes to close the deal
* Open new commercial accounts, book the first job, and hand off to operations for seamless delivery
* Reactivate current and previous commercial accounts and prospects, follow-up and close.
* Manage and grow your book of accounts through ongoing relationship-building, upselling, and cross-selling
* Track all activity, pipeline, and KPIs in CRM software with discipline and accuracy
* Attend on-site visits for large jobs to kick off crews and ensure the client experience is dialed in
* Collaborate with leadership on strategic planning, pricing, and revenue targets
* Represent the Comax brand at networking events, trade shows, and industry associations across Central Texas
WHAT WE'RE LOOKING FOR
* 2+ years of experience in business development, sales development, account executive, or outside sales roles. Entry-level candidates will be considered for the Junior BDR tier.
* Proven track record of hitting or exceeding sales targets and KPIs
* Experience with B2B prospecting, cold outreach, and full-cycle sales
* Strong negotiation skills and the ability to create solutions that match customer needs
* Proficient with CRM software, Google Suite, and sales engagement tools
* Excellent written and verbal communication. You can command a room and craft a compelling email.
* Valid driver's license and reliable transportation. This role involves regular field visits across Central Texas.
* Self-starter mentality. You don't wait to be told what to do, you go find the opportunity.
* Experience in junk removal, moving, construction, property management, or service industries is a major plus
OUR CORE VALUES: WE HIRE BY C.O.M.A.X.
* C Communication: Clear, proactive updates to the team, leadership, and clients. No surprises. No silence.
* O Optimistic Attitude: Rejection is part of the game. You don't sulk, you adjust, learn, and go again.
* M Maximum Effort: We don't cut corners on outreach, follow-up, or client experience. 100% every time.
* A Accountability: Own your pipeline. Own your numbers. Own your wins AND your losses.
* X X-Factor: Go above and beyond for every client. Leave an impression they can't forget.
APPLY NOW
If you're tired of dead-end sales jobs with no growth, no culture, and no real earning potential, this is your shot. We're building the commercial sales engine at one of Central Texas's fastest-growing companies, and we're only hiring A-players who want to be part of something bigger than a paycheck.
Sound like you? Apply now and let's get to work.
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.
We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.
The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.
What you're responsible for
- Support 1-3 Mega Market client relationships in a team-based fashion.
- Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
- Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
- Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
- Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
- Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
- Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
- Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
- Support sales efforts.
- Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
- Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
- Execute client and regulatory changes.
- Effectively and authentically communicate Schwab's value to clients.
- Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
- Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 3+ years of experience working with large, complex employer sponsored Retirement Plans.
- Bachelor's degree or equivalent experience.
- Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
- High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
- Self-motivated, enthusiastic, and take initiative.
- Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
- Ability to work independently.
- Excellent written and oral communication skills.
- Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
- Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
- Effectively service plans with a high-level of complexity.
- Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
- Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
- Ability to meet deadlines within a fast-paced environment.
- Ability to collaborate effectively in teams and influence outcomes.
- Flexibility to travel for client visits and sales presentations as needed.
Preferred Qualifications:
- 5+ years of client and/or participant service experience.
- ASPPA, CEBS and/or NIPA designation or in process.
- QPA, CPC or equivalent certification/designations.
- Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
#workplacejobs
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time 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
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.
What you are good at:
This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We grow business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
REQUIRED QUALIFICATIONS:
- Active Series 7, 63 licenses required.
- Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
- 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.
- Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
- Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.
PREFERRED QUALIFICATIONS:
- Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred.Bachelor’s Degree or equivalent experience
- Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.
- Bachelor’s Degree or equivalent experience preferred.
- Strong knowledge of industry, product availability, policies and procedures involving international client relationships.
- 9/10 License also preferred.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time 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