Jason Burlie in

Jason Burlie

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Senior Vice President, Head of Retirement Plan Sales at The Standard
📍 Frisco, Texas, United States

Jason Burlie is the Senior Vice President and Head of Retirement Plan Sales at The Standard, where he leads distribution and market development strategies. An experienced financial services executive with an MBA from USC Marshall School of Business, he is recognized for his inclusive leadership style and focus on enhancing advisor and customer experiences.

He specializes in leading organizations through transformational change, including mergers and acquisitions, while developing individual talent and fostering inclusive team dynamics to deliver market-leading results.

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Experience
28 Years
Current Role
Senior Vice President, Head of Retirement Plan Sales
Job Level
Leadership
Location
Frisco, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Personalized Investing
He is quoted on the growing demand for personalized retirement investing and recently helped launch a managed accounts solution to meet this need.
Advisor Partnerships
Frequently expresses his gratitude for financial advisors and is focused on learning from them to better support their mission of ensuring retirement security for workers.
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Career

Work history

7-2022
Senior Vice President, Head of Retirement Plan Sales
The Standard
7-2022
President, StanCorp Equities, Inc.
The Standard
6-2021 - 5-2022
Head of Sales & Strategic Relationships
Prudential Financial
1-2019 - 6-2021
National Sales Leader, Corporate & Tax Exempt Markets
Prudential Financial
1-2016 - 12-2018
National Sales & Practice Leader, Nonqualifed Markets
Prudential Financial
In the press

Media appearances

The Standard Names Jason Burlie Vice President, Head of Sales for Retirement Plans. Featured in Business Wire
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Burlie to Lead The Standard's Retirement Plan Sales. Featured in NAPA (National Association of Plan Administrators)
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Education
MBA
USC Marshall School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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