Associate Director of Advisor Sales
New
H
Human InterestFintech Retirement
United States, RemoteFull-TimeManager
SalaryThe 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.
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Job Details
- Experience
- 10+ years
- Required Skills
- Salesforce
Requirements
- 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
- Deep expertise in Salesforce for managing sales processes and forecasting
- Strong understanding of strategic sales planning and business acumen
- Exceptional written and verbal communication skills
- Ability to travel nationally for meetings, conferences, and field rides
Responsibilities
- 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
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