National Sales Consultant, Finals & Deal Strategy-Retirement Plans
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? Job Summary The National Sales Consultant, Finals & Deal Strategy supports the retirement plan sales organization by executing finalist meeting preparation, deal specific strategy development, deal team coaching, high-quality web-based technology demonstrations, and other established best practices for opportunities in the $10M+ market segment. This role plays a critical part in ensuring consistent, professional finalist experiences that drive advancement and close ratios across mid-large-market opportunities. Reporting to the Head of Sales, this role works in close alignment with the National Sales Director (Finals & Deal Strategy). The National Sales Consultant partners closely with sales, service, marketing, and RFP teams to deliver polished finalist materials, market-leading sales experiences, confident demonstrations, and a disciplined execution of the Sales Playbook. Candidates located in the Central or West Coast regions are preferred but not required, due to frequent travel supporting the Western region. Ability to work remotely with frequent national travel, including regular travel to the Western region, is a requirement of the role.
Responsibilities
- Deliver compelling, accurate technology demonstrations for advisor and finalist meetings.
- Prepare and review finalist materials using established playbooks and templates.
- Partner with sales consultants on discovery, demo scope, and meeting readiness.
- Provide situational coaching on finalist preparation and demo delivery.
- Capture and share finalist outcomes and competitive insights.
- Partner with Marketing to refine and maintain finalist presentations.
- Share field insights to enhance finalist storytelling and messaging.
- Collaborate with internal partners to ensure accurate capability representation.
- Contribute feedback supporting RFP messaging and best practices.
- Assist with maintaining a centralized repository of finalist tools.
- Support special projects and cross-functional initiatives.
- Participate in pipeline reviews to support deal strategy and readiness.
- Contribute to sales effectiveness and technology enhancement efforts.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree in Business, Marketing, or equivalent experience.
- Minimum 8 years of industry sales experience, including finalist delivery.
- Strong understanding of defined contribution products and competition.
- Proven expertise in finalist execution and technology demonstrations.
- Exceptional communication and presentation skills.
- Ability to analyze outcomes and recommend improvements.
- Strong cross-functional collaboration skills.
- Geographic flexibility with preference for Central or West Coast location.
- Required securities and insurance licensing within 90 days of hire.
- Frequent national travel with emphasis on the Western region.
- Ability to deliver in-person and virtual presentations.
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.
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