Associate Director of Advisor Sales

About this role

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.

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

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.

• Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.

• Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self!

• An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.

• Fundamental Optimism : We see the glass as h

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