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Sales Director/Manager-Finals & Deal Strategy

March 31, 2025March 31, 2025

Sales Director/Manager-Finals & Deal Strategy

CompanyStandard Insurance
LocationPortland, OR, USA
Salary$100000 – $100000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree required in Business, Marketing or equivalent.
  • Minimum of 5-years industry experience, with at least 5-years of representing mid/large-market defined contribution market-facing sales.
  • 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.

Responsibilities

  • Developing strategies and tactics for Premier Market sales (defined as $10M+ sales opportunities).
  • Providing guidance, coaching and mentorship to sales and services team members on Premier Market sales.
  • Leveraging industry insights, team-based selling techniques and consultative selling to deliver a differentiated sales experience in Premier Market sales finals.
  • Continuously improve the team’s finalist meeting process, ensuring best practices throughout the process are shared and leveraged across the sales organization.
  • Conduct pipeline check-ins and strategy calls with regional sales reps for Premier Market sales opportunities.
  • Facilitate enhanced data collection on Premier Market sales activity and key metrics (e.g., advancement and close ratios).
  • Collaborate with the RFP team to continuously improve the Premier Market RFP response repository.
  • Lead assigned Premier Market internal sales strategy calls.
  • Participate in Premier Market sales finalist meetings covering technology demos and other finalist meeting agenda items as needed.
  • Identify and promote Premier Market sales best practices with all Core Market Sales team members.
  • Represent The Standard at specific industry and select partner conferences/events to build brand image for Premier Market sales, focusing on capabilities awareness, strengthen existing relationships, and identify and develop new organizational relationships.
  • Update Premier Market Sales Playbook as best practices evolve.
  • Create custom presentation decks for Premier Market prospects, in collaboration with Marketing.
  • Continuous improvement of a market leading finalist presentations, in collaboration with our marketing team.
  • Partnering with our marketing team to create a repository for compelling (and consistently improving) finalist meeting communications and sales collateral.
  • Identify and promote best practices for Premier Market RFPs.
  • Track results of sales finals with an emphasis on continuous improvements in all elements of the Premier Market sales process.
  • Perform additional sales, marketing, promotional and special projects as assigned.

Preferred Qualifications

    No preferred qualifications provided.


TaggedBachelor'sFinance & Operations & StrategySales & Account ManagementSeniorStandard InsuranceStrategic Account Management

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