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Retirement Plan Consultant-Wisconsin – The Standard – Milwaukee, WI

Remote, USA Full-time Posted 2026-06-17

Job title: Retirement Plan Consultant-Wisconsin Company: The Standard Job description: Posted Date: 2022-05-02 Req ID: REQ002595 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 , or . 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.

  • *You must be located in WI for this position**

What You'll Do

You'll provide a 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.

Key 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).

The Skills and Background You'll Need

  • Bachelor's degree, preferred but not required.
  • Securities licenses 6, 63, and 65.
  • Preferred experience selling through advisor and wirehouse channels.
  • Excellent driving record required. Must be insurable under corporate insurance carrier.

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

  • Proven results attainment in sales: Demonstrable quota attainment, solid and aggressive prospecting skills, territory management methodology and finalist presentation experience.

#LI-Remote 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. PI190675046 Expected salary: Location: Milwaukee, WI Job date: Mon, 05 Sep 2022 07:51:43 GMT Apply for the job now! Apply tot his job

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