Manager, Internal Sales - retirement Plans

Manager, Internal Sales

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?

There has never been a better time to join the Retirement Plans team here at The Standard! Through our continued commitment to outstanding service within the retirement plan industry and a culture invested in the personal & professional growth and development of each team member, we elevate our offerings to our customers and drive innovation to deliver on our promises.

As a Manager, Internal Sales at The Standard, you will be joining a stable, growing sales team. You will play a vital role in leading, measuring and coaching retirement plans internal sales team to execute established processes and deliver corresponding activity metrics and sales results. As a leader, you will manage the prioritization of tasks and resources across day-to-day sales activity and projects to meet business needs and be responsible for the success of internal sales functions, operations and results.

Job Summary

• Lead team of internal sales professionals and activities, including relationships with key stakeholders, territory alignment and workload management.
• Gather feedback to manage, promote and enhance cost-effective customer (internal and external) experience.
• Leverage Lean Management System to hold individuals accountable for activity and results, coach each team member to ensure skill proficiency and identify needs for broader departmental training.
• Responsible for the selection, development, motivation, appraisal, and salary recommendations of reporting subordinates.
• Identify opportunities for continuous improvement of process, efficiency, reduction in handoff and capacity generation.

• Serve as a resource and recommend operational policies to provide outstanding support.
• Execute systems, processes, and measures to ensure that exceptions and issues of priority are effectively managed, and that extra activities are initiated wherever gaps are identified.
• Actively manage issues to closure.
• Monitor overall progress and initiate corrective action, as appropriate, to ensure that team deliverables are produced on time and within budget.
• Monitor and control team performance against goal(s).

• Ensure coherence of operations, through regular reassessment of cyclical priorities, by resolving resource conflicts to meet business objectives.
• Proactively develop familiarity and effective partnership across stakeholder communities (field sales, business development, sales operations, new business, underwriting, service, finance, and producer/advisor services teams).

Skills and Background You'll Need

• Education: Bachelor's degree preferred.
• Experience: 3 years or more of experience in a leadership position, ideally in Retirement Plan Sales. Salesforce CRM experience a plus. Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment, strongly desired.
• Professional certification required: Position requires a Series 6/7 and Series 24/26 within 90 days of your date of hire. These licenses are required as part of this position. If not already holding the appropriate license(s), it is expected that this process be initiated immediately after hire.

Key Behaviors of a Successful Candidate

• Coach: Self-aware and open to the opportunity to continually get better and ability to provide effective feedback to your team.
• Leadership Mindset: Ability to balance your team's needs and business strategy, in order to grow.
• Collaborator: Works cooperatively to build and strengthen relationships, internally and externally.

• Business Acumen: Expert in your craft. Readily share your industry expertise, leveraging your proven track record.
• Resourceful: Self-starter. Utilizes creative, critical thinking to analyze and resolve problems, processes, or support requests.
• Solution Oriented: Delivers optimal solutions to customers in every interaction.
• People Focused: Consistently and tenaciously models superior care for your peers, team and customers.
• Data Driven: Leverage facts to drive best decision making.

Why Join The Standard?

• 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.