- 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, managing the end-to-end sales process, forecast, distribution, and strategy
- Monitor 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
- Collaborate with marketing, training, and implementation teams to facilitate launch and onboard new hires
- Travel nationally to field ride with team members and attend industry events