Remote Associate Director, Advisor Sales - Fintech Retirement

Human Interest Inc.

Northern (KY)

Hybrid

USD 220,000 - 230,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

401(k) with employer match up to 4%
Health plans (medical, dental, vision)
Parental leave
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team offsites and events

Job summary

Human Interest is seeking an Associate Director of Advisor Sales to build, lead, and manage a team of Advisor Sales Executives responsible for retirement plan sales through financial advisors. You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel, with emphasis on partner leads and launched revenue.

You will operate in a fully remote role, reporting to the VP of Sales, and be expected to travel nationally for field rides, meetings, and

Qualifications

  • 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.
  • CRM experience and analytical problem solving.

Responsibilities

  • Coach, mentor, manage, and develop a team of Advisor Sales Executives.
  • Own overall sales metrics and end-to-end sales process for advisor business.
  • Forecasting, distribution, and strategy for the advisor channel.
  • Align with sales leadership on processes and KPIs.
  • Build relationships across the financial advisor channel to grow distribution.

Skills

Leadership
Sales leadership
Sales forecasting
Sales process management
Salesforce
CRM experience
Communication
Strategic planning

Tools

Salesforce

Job description

Human Interest is seeking an Associate Director of Advisor Sales to build, lead, and manage a team of Advisor Sales Executives responsible for retirement plan sales through financial advisors. You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel, with emphasis on partner leads and launched revenue.

You will operate in a fully remote role, reporting to the VP of Sales, and be expected to travel nationally for field rides, meetings, and

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Remote Advisor Sales Leader – Retirement Plans
Remote Advisor Sales Leader – Retirement Plans

Human Interest • United States

On-site
USD 220,000 - 230,000
401(k) match
Health insurance
Dental & Vision
+8
Remote Regional Sales Director, Retirement Solutions
Remote Regional Sales Director, Retirement Solutions

Definiti LLC • United States

On-site
USD 120,000 - 180,000
401(k) with up to 4% match
Flexible PTO
12 paid holidays + floating holidays +
+1
Regional Director, Partner Accounts (Retirement Fintech)
Regional Director, Partner Accounts (Retirement Fintech)

Human Interest • North Carolina

On-site
USD 100,000 - 110,000
Stock options
401(k) match
Health insurance
+2
Remote Regional Retirement Solutions Director
Remote Regional Retirement Solutions Director

DEFINITI LLC • Cary (NC)

On-site
USD 90,000 - 130,000
401(k) match
Flexible PTO
Paid holidays
+5
Remote Financial Advisor – Retirement Planning Specialist
Remote Financial Advisor – Retirement Planning Specialist

The Variable Annuity Life Insurance Company • Tallahassee (FL)

On-site
USD 60,000 - 90,000
401(k) with match
Company-provided technology
E&O/licensing and CE support
+2
Remote-Ready Financial Advisor Associate
Remote-Ready Financial Advisor Associate

B.O.S.S. Retirement Solutions • Lehi (UT)

Hybrid
USD 50,000 - 75,000
Remote Financial Advisor: Retirement Planning Specialist
Remote Financial Advisor: Retirement Planning Specialist

Corebridge Financial, Inc. • Texarkana (AR), Northern (KY)

Hybrid
USD 65,000 - 95,000
Health insurance
401(k) with company match
Life insurance
+4
Director, Retirement Planner - Phoenix, AZ
Director, Retirement Planner - Phoenix, AZ

Fidelity • Phoenix (AZ)

Hybrid
USD 140,000 - 180,000
Regional Director - Retirement Solutions & Partner Growth
Regional Director - Retirement Solutions & Partner Growth

Human Interest • Pennsylvania

Hybrid
USD 100,000 - 110,000
401(k) matching plan
Health insurance
Stock options
+2
Regional Director, Partner Accounts – North TX (Retirement Fintech)
Regional Director, Partner Accounts – North TX (Retirement Fintech)

Human Interest • Town of Texas (WI)

On-site
USD 210,000 - 220,000
401(k) with employer match
Health/dental/vision insurance
Parental leave
+2