Associate Director – Advisor Sales

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $115k / year

⏰ Full Time

🟠 Senior

🤑 Sales

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Build, lead, and manage a team of Advisor Sales Executives • Coach, mentor, manage, and develop the sales team on selling and distributing through the financial advisor channel • Own overall sales metrics for the Advisor sales business • Manage the end-to-end sales process, forecasting, distribution, and advisor-channel strategy • Monitor performance and forecast weekly commits and stretch goals • Performance-manage the team as needed • Align with sales leadership on processes, procedures, and team KPIs • Build and deepen financial advisor channel relationships to grow distribution and generate partner leads • Partner with the Internal Wholesaler team on outreach strategy, messaging, analytics, and cadence • Collaborate with marketing, training, and implementation to accelerate plan launches and prepare new hires • Create a high-performance culture centered on ownership and accountability • Travel nationally for field rides, sales conferences, trade shows, and partnership meetings

🎯 Requirements

• 10+ years of experience in the retirement industry in a sales-oriented role • Proven success in a quota-driven sales environment • Experience building relationships and distributing through the financial advisor channel • Prior experience leading, coaching, and developing sales professionals • Organizational leadership, business acumen, strategic insights, trusted-advisor capability, strategic sales planning, and sales team leadership • Adaptability, customer focus, drive for results, influencing impact, judgment, collaboration, executive maturity/presence, value selling, analytical problem solving, organization, discipline, and change orientation • CRM experience, particularly Salesforce, for managing the sales process and forecasting sales • Exceptional written and verbal communication skills • Strong understanding of the Human Interest sales process, demands, and needs for continued success • Willingness to adapt to constant change and competing priorities • Team-player mindset and big-picture thinking • Willingness to travel nationally for field rides and meetings

🏖️ Benefits

• Base salary of $115,000 • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites