About The Position

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Ideal candidate will live in or near Sacramento, CA. You must be located in the territory/willing to relocate and willing to travel for this position Excellent field sales opportunity selling retirement plan products! What You’ll Do You’ll provide consultative sales services to our partners – focused on educating customers on our retirement products and services. You’ll work collaboratively with the internal retirement plans sales team to ensure customer retention and satisfaction.

Requirements

  • Bachelor’s degree, preferred but not required.
  • Securities licenses 6, 63, and 65 required.
  • 5+ years experience in a field / outside sales role selling retirement plan products (401k, 403B, 457, mutual funds).
  • Must have experience traveling and working a territory.
  • Strong experience with retirement plans and wholesaling.
  • Excellent driving record required.
  • Must be insurable under corporate insurance carrier.
  • Proven results attainment in sales: Demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience.

Responsibilities

  • Develop and manage a large territory, uncovering new sources of business.
  • Ensure quota attainment to attain sales targets and drive customer satisfaction, utilizing the full range of resources The Standard provides.
  • Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in your assigned market.
  • Proactively seek out opportunities to mentor others and improve practices to enhance the success of the local, regional and national sales team(s).

Benefits

  • A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
  • An annual incentive bonus plan
  • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
  • A supportive, responsive management approach and opportunities for career growth and advancement
  • Paid parental leave and adoption/surrogacy assistance
  • An employee giving program that double matches your donations to eligible nonprofits and schools
  • In addition to the competitive salary range below, our employee-focused benefits support work-life balance.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service