Associate Director of Advisor Sales

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.

What you get to do every day

• 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

What you bring to the role

• 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