Associate Director of Advisor Sales

Human Interest

4h • $220,000 - $230,000 • Remote

About The Position

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role
Reporting to the VP of Sales, the Associate Director of Advisor Sales will build, lead, and manage a team of Advisor Sales Executives responsible for driving retirement plan sales through financial advisors who partner with Human Interest. You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel, and you will be measured on partner leads, bookings, and ultimately launched revenue.

You're the right fit for this role if you are a passionate and agile leader who is forward-thinking, collaborative, inspirational, and want to disrupt a broken industry. We move with high velocity, have grit, live and breathe in Salesforce, and default to action. And finally, as we go 24,791 mph, you should be comfortable with change.

This is a fully remote position.

Requirements

• 10+ years of experience in the retirement industry, in a sales oriented role
• Proven track record of success in a quota-driven sales environment
• Experience building relationships and distributing through the Financial Advisor channel
• Prior experience leading, coaching, and developing a team of sales professionals
• Courage, Passion, Resilience, and Drive
• Core Competencies: Organizational Leadership, Strong Business Acumen, Strategic Insights, Trusted Advisor, Strategic Sales Planning, Sales Team Leadership
• Professional Competencies: Adaptability, Customer Focus, Drive for Results, Influencing Impact, Judgment, Collaboration, Executive Maturity/Presence, Value Selling, Analytical Problem Solving, Organized & Disciplined, Initiates/Embraces Change
• CRM experience (particularly Salesforce) to manage the sales process and forecast sales
• Exceptional communication skills; written and verbal
• Strong understanding of the Human Interest Sales process, demands, and needs for continued success
• Willing to flex with constant change and day-to-day competing priorities
• A team player and big picture thinking mentality

Responsibilities

• Coach, mentor, manage, and develop a team of Advisor Sales Executives, guiding them on the most effective ways to sell and distribute through the financial advisor channel
• Own overall sales metrics for the Advisor sales business at Human Interest, managing the end-to-end sales process along with the forecast, distribution, and strategy
• Manage the end-to-end sales process for advisor business, including forecasting, leveraging Salesforce
• Keep an eye on performance and accurately forecast commits and stretch goals on a weekly basis. Performance manage the team as needed
• Align with the sales leadership team on processes, procedures, and team KPIs
• Build and deepen relationships across the financial advisor channel to grow distribution and drive new partner leads
• Partner with the Internal Wholesaler team on outreach strategy, messaging, performance analytics, and cadence to ensure every advisor relationship is being managed effectively and efficiently
• Partner cross-functionally with marketing, training, and implementation to get plans to launch faster and to ensure new hires (we hire and ramp quickly) are prepared and hit the ground running
• Create a high-performance culture and drive ownership and accountability, while having fun in the process
• Travel nationally to field ride with individuals on the team and to attend necessary meetings on a national level, such as sales conferences, trade shows, or partnership meetings

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed