Human Interest

Associate Director of Advisor Sales

Human Interest$115K — $230K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in the retirement industry in a sales role.
  • Proven track record in a quota-driven sales environment.
  • Experience in building relationships within the Financial Advisor channel.
  • Prior leadership experience in coaching and developing sales teams.
  • Strong core and professional competencies including adaptability and collaboration.
  • Expert in leveraging Salesforce for managing and forecasting sales.

Responsibilities

  • Coach and develop a team of Advisor Sales Executives on effective sales strategies.
  • Own the sales metrics and manage the sales process for the Advisor channel.
  • Conduct performance tracking and forecasting on a weekly basis.
  • Align with sales leadership on KPIs and team processes.
  • Build relationships to increase distribution and partner leads.
  • Collaborate with marketing and training teams for efficient plan launches.
  • Create a high-performance culture while fostering accountability and enjoyment.

Benefits

  • 401(k) plan with a dollar-for-dollar employer match up to 4% and no plan fees.
  • Comprehensive health, dental, and vision insurance options.
  • Generous time off and parental leave policies.
  • Access to financial tools and professionals for wealth management support.
  • Enhanced mental health support for employees and dependents.
  • Fertility healthcare and family planning benefits through Carrot.
  • Resources for student loan management available via Candidly.
  • Monthly stipends for home office and quarterly lifestyle expenses.
  • Interactive team-building experiences to enhance collaboration.
Full Job Description
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 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

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $220,000 - $230,000 which includes a base salary of $115,000 and a variable target compensation of $115,000.The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

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.

About Human Interest

Human Interest is a financial technology company that provides retirement savings plans for small businesses. The company's platform offers a 401(k) plan that is easy to set up and manage, and provides employees with a range of investment options. Human Interest's platform also includes tools to help employees plan for retirement and make informed investment decisions. The company was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Human Interest
Size
100 employees
Industry
Founded
2015

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