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Retirement Plan Consultant-Wholesale (IN, OH, KY)

Company: The Standard
Location: Cincinnati
Posted on: August 7, 2022

Job Description:

Posted Date: 2022-04-04

Req ID: REQ002231

About Us: The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we're a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit or follow us on Facebook , Twitter or LinkedIn .

Description: 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.

As a Retirement Plan Consultant at The Standard, you will be joining a stable, g rowing sales team. Y ou will play a vital role in the sale of bundled and unbundled retirement plans through F inan cial A dvisors and TPA's in your assigned territor y. You will do this by developing exceptional relationships with advisors and TPA's through strategic consultation and relationship driven interactions. As part of the RP Sales team, you will work collaboratively with multiple internal team members (Internal Sales, Relationship Managers and Imp lementation teams) to ensure customer satisfaction and retention.

**You must be based out of one of the following states: IN, OH, KY.** Travel will be required, in acc ordance with current safety guidelines. May travel 50% or more during peak times of year.

What you'll do as a Retirement Plan Consultant

Achieve business growth through new sales of qualified retirement plans.

Work to meet/exceed assigned goals and implement sales strategies to establish productive and long-term working relationships with your existing network , The Standard's distribution partners and retirement plan sponsors.

Meet/Exceed activity metrics designed to create consistent and sustainable sales results

Support "One Team" approach by collaborating internally to ensure sales growth and customer satisfaction .

Engage with peers in the organization to problem solve and deliver results.

Leverage internal partners to support and aid the sale of new business .

Share accurate market data and provide clear and concise communication regarding market trends.

Traits of a Successful Candidate

In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key behaviors in their work:

Drive to Win: C ompetitive spirit . Strives to exceed monthly and annual sales and service goals .

Business Acumen : E xpert in your craft . R eadily share your industry expertise, leveraging your proven track record.

Resourceful : S elf-starter . U tilizes creative, critical thinking to analyze and resolve problems, processes, or support requests .

Solution Oriented: Delivers optimal solutions to customers in every interaction.

Customer Focus ed : Consistently and tenaciously m odels superior customer focus with appro priate sense of urgency.

Collaborat o r : W orks cooperatively to build and strengthen relationships , internally and externally .

Coachable : Self - aware and o pen to the opportunity to continually get better .

The Background You'll Need

Minimum of 5 years of sales and service experience in the retirement plans field, or an equivalent combination of education and/or related experience.

Bachelor's degree in Business, Marketing or equivalent preferred.

Professional certification required: You will be required to transfer or obtain a Series 6 /7, with Series 63 where applicable, OR a Series 65 license, as well as a life insurance license, within 90 days of your date of hire. These licenses are required as part of your position. If you do not already hold these licenses, it is our expectation that this process be initiated immediately after your date of hire

What You'll Get From Us

Strong, competitive benefits package

A culture invested in the personal & professional growth and development of each team member


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, 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, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.


Keywords: The Standard, Cincinnati , Retirement Plan Consultant-Wholesale (IN, OH, KY), Professions , Cincinnati, Ohio

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