National Accounts Sales Coordinator - Retirement Plans

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.

Ready to reach your highest potential? Let’s work together.

Job Summary

Our Retirement Plans Division is hiring a National Accounts Sales Coordinator! This sales support role will play a critical role in supporting relationships with key distribution and Defined Contribution Investment Only (DCIO) partners, executing our loyalty programs and managing coordination for industry events. Your efforts will contribute to the sales success of our overall retirement plan business and enhance our partners’ experience.

• Partner Data Management: Collaborate with internal & external partners to gather, analyze & maintain accurate partner data. Team with National Accounts Sales Directors to better understand the various investment analytics & RFP tools our partners are using & how to best provide them with necessary data.
• DCIO Program Delivery: Collaborate with our DCIO Program owner, investment operations & data management teams, to ensure our investment partners have a positive experience. Ensure partners receive delivery of data, monitor key business metrics, collect & manage library of DCIO value-adds & share ideas with our sales teams.
• Program & Event Management: Leverage teamwork, creativity & project management skills to align The Standard’s brand at industry conferences & events. Manage the advisor loyalty program and benefits & monitor key metrics. Lead efforts around Standard hosted programs, like due diligence visits, Power of Partnership and Advisor Council.
• Ability to travel up to 30-40% annually is a requirement of the role. *
• Ability to transfer or obtain a FINRA Series 6 or 7, a FINRA Series 63, and life insurance license, within 90 days of your date of hire is a requirement of the role. *
  
  

Skills And Background You’ll Need

• EXPERIENCE: Minimum of 3 years of experience in a sales support or project/event planning & coordination role required.
• EDUCATION: Bachelor’s degree or equivalent required.
• Excellent teamwork, communication, and project management skills.
• Ability to travel 30-40% annually to industry events.
• Required to transfer or obtain a FINRA Series 6 or 7, a FINRA Series 63, as well as life insurance license, within 90 days of hire.
• Retirement plan industry preferred.
  
  

Key Behaviors of a Successful Candidate

• Customer Focus: Partnering with internal & external clients to understand and proactively anticipate needs.
• Winning Together: Works as a collaborative team member and liaison between team and partners.
• Driving Success: Consistently pursue new ways to partner with clients in an effort to build new best practices.
  
  

Why join The Standard?

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off
• A supportive and responsive management approach
• Opportunities for career growth and advancement
• Paid time off to volunteer
• An employee giving program that double matches your donations to eligible nonprofits and schools
• Much more!
  
  

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time, to support a new hire’s transition into the sales incentive plan.
  
  

Salary Range:

$90,000 base salary, plus monthly incentive

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.