Remote Advisor Sales Leader – Retirement Plans

Human Interest; United States; On-site; USD 220,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental & Vision

Parental leave

Wealth tools

Mental health support

Fertility benefits

Student loan resources

Remote stipend

Lifestyle stipend

Team events

Job summary

Human Interest is seeking an Associate Director of Advisor Sales to build and lead a team of Advisor Sales Executives driving retirement plan sales through financial advisors nationwide. You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel.

This fully remote position rewards a data-driven leader who thrives in a high-velocity environment, with opportunities to shape sales strategy, accelerate growth, and partner with cross-functional teams to

Qualifications

• 10+ years of retirement industry sales experience.
• Proven track record of quota-driven sales success.
• Experience building relationships and distributing through the Financial Advisor channel.
• Prior experience leading, coaching, and developing a sales team.
• CRM experience, particularly Salesforce, to manage the sales process.

Responsibilities

• Coach, mentor, manage, and develop a team of Advisor Sales Executives.
• 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.
• 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 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

Skills

Sales leadership

Strategic sales

Sales forecasting

Executive presence

Customer focus

Collaboration

Influencing

Analytical skills

Salesforce CRM

Tools

Salesforce

Job description

Human Interest is seeking an Associate Director of Advisor Sales to build and lead a team of Advisor Sales Executives driving retirement plan sales through financial advisors nationwide. You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel.

This fully remote position rewards a data-driven leader who thrives in a high-velocity environment, with opportunities to shape sales strategy, accelerate growth, and partner with cross-functional teams to