Associate Director – Advisor Sales

This is a fully remote position, open to applicants in United States.

📋 Description

• Build, lead, and oversee a team of Advisor Sales Executives.

• Coach, mentor, manage, and enhance the sales team's capabilities in selling and distributing through the financial advisor channel.

• Take ownership of overall sales metrics for the Advisor sales division.

• Manage the complete sales process, including forecasting, distribution, and advisor-channel strategy.

• Monitor performance and project weekly commitments and stretch goals.

• Manage team performance as necessary.

• Collaborate with sales leadership on processes, procedures, and team KPIs.

• Cultivate and strengthen relationships within the financial advisor channel to boost distribution and generate partner leads.

• Collaborate with the Internal Wholesaler team on outreach strategies, messaging, analytics, and engagement cadence.

• Work together with marketing, training, and implementation teams to expedite plan launches and prepare new hires.

• Foster a high-performance culture focused on ownership and accountability.

• Travel nationally for field rides, sales conferences, trade shows, and partnership meetings.

⛳️ Requirements

• A minimum of 10 years of experience in the retirement industry within a sales-focused role.

• Demonstrated success in a quota-driven sales environment.

• Experience in building relationships and distributing through the financial advisor channel.

• Previous experience in leading, coaching, and developing sales professionals.

• Strong organizational leadership, business acumen, strategic insights, trusted-advisor capability, strategic sales planning, and sales team leadership.

• Skills in adaptability, customer focus, results-oriented drive, influencing impact, judgment, collaboration, executive maturity/presence, value selling, analytical problem-solving, organization, discipline, and change orientation.

• Proficiency in CRM systems, particularly Salesforce, for managing the sales process and forecasting.

• Exceptional written and verbal communication abilities.

• Comprehensive understanding of the Human Interest sales process, demands, and needs for ongoing success.

• Willingness to adapt to continuous change and competing priorities.

• Team-player mentality and ability to think big-picture.

• Willingness to travel nationally for field rides and meetings.

🏝️ Benefits

• Base salary of $115,000.

• 401(k) with a dollar-for-dollar employer match up to 4% of compensation, immediately vested, with no plan fees.

• Health insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Competitive time-off policy.

• Parental leave benefits.

• Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center.

• Lyra enhanced mental health support available for employees and dependents.

• Carrot fertility healthcare and family-forming benefits.

• Candidly student loan resources available.

• Monthly work-from-home stipend.

• Quarterly lifestyle stipend.

• Opportunities for team-building experiences, virtual social events, and team offsite activities.