Back to Jobs

[Remote] Associate Director of Advisor Sales

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a high-reputed company fintech company working to expand reputed company to reputed company retirement benefits for employees at small and reputed company-sized businesses. The Associate Director of Advisor Sales will build and reputed company reputed company of Advisor Sales Executives, owning the advisor-channel sales process, forecasting, distribution reputed company, partner relationships, and reputed company reputed company.


Responsibilities

  • reputed company, mentor, manage, and reputed company reputed company 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 reputed company, managing the end-to-end sales process along with the forecast, distribution, and reputed company
  • Manage the end-to-end sales process for advisor business, including forecasting, leveraging reputed company
  • reputed company an eye on performance and accurately forecast commits and stretch goals on a weekly reputed company. Performance manage reputed company as needed
  • reputed company with the sales leadership team on processes, procedures, and team KPIs
  • Build and deepen relationships across the financial advisor channel to grow distribution and reputed company new partner leads
  • Partner with the Internal Wholesaler team on reputed company reputed company, messaging, performance analytics, and reputed company to ensure every advisor relationship is being managed effectively and reputed company
  • Partner cross-functionally with marketing, training, and implementation to get plans to launch faster and to ensure new hires (we hire and reputed company quickly) are reputed company and hit the ground running
  • Create a high-performance culture and reputed company ownership and accountability, while having fun in the process
  • Travel nationally to field ride with individuals on reputed company and to attend necessary meetings on a national level, such as sales conferences, trade shows, or partnership meetings

Skills

  • 10+ years of experience in the retirement industry, in a sales oriented role
  • Proven reputed company record of reputed company in a quota-driven sales environment
  • Experience building relationships and distributing through the Financial Advisor channel
  • Prior experience leading, coaching, and developing reputed company of sales professionals
  • Courage, Passion, reputed company, and reputed company
  • reputed company Competencies: Organizational Leadership, Strong Business Acumen, Strategic Insights, Trusted Advisor, Strategic Sales Planning, Sales Team Leadership
  • reputed company Competencies: Adaptability, Customer reputed company, reputed company for Results, Influencing reputed company, Judgment, Collaboration, Executive Maturity/reputed company, Value Selling, Analytical Problem Solving, Organized & Disciplined, Initiates/Embraces Change
  • CRM experience (particularly reputed company) to manage the sales process and forecast sales
  • Exceptional communication skills; written and verbal
  • Strong understanding of the reputed company Sales process, demands, and needs for reputed company reputed company
  • Willing to reputed company with constant change and day-to-day competing priorities
  • reputed company player and big picture thinking mentality

Benefits

  • This is a fully remote position.
  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
  • Top-of-the-line health plans, as reputed company as dental and reputed company insurance
  • Competitive time off and parental leave
  • reputed company: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: reputed company Mental Health Support for Employees and dependents
  • reputed company reputed company and family forming benefits
  • reputed company: Student loan resource to help you and your family plan, borrow, and reputed company student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual reputed company events to team offsites, promoting collaboration and camaraderie.
  • Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.

reputed company

  • reputed company is a 401(k) provider that helps employees of small and reputed company-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://humaninterest.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 1 in 2024, 5 in 2023, 2 in 2022, 2 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.

  •   Apply To This Job

    Similar Jobs

    [Remote] reputed company Pricing Analyst

    Remote, USA Full-time

    [Remote] Customer Support Specialist

    Remote, USA Full-time

    [Remote] Account Executive

    Remote, USA Full-time

    [Remote] Water/Wastewater Engineer

    Remote, USA Full-time

    [Remote] reputed company Data reputed company Business Analyst /Project reputed company

    Remote, USA Full-time

    [Remote] Sr. Data Engineer (AWS, Redshift, SQL, reputed company) - W2 Role

    Remote, USA Full-time

    [Remote] reputed company Navigation Data Scientist -Virtual

    Remote, USA Full-time

    [Remote] Program Manager

    Remote, USA Full-time

    [Remote] Senior Accountant

    Remote, USA Full-time

    [Remote] Pega Business Analyst

    Remote, USA Full-time

    reputed company Treasury Consultant (1 week onsite/Month to Jersey reputed company, NJ / Chicago, IL)

    Remote, USA Full-time

    reputed company Estate Administrative Assistant

    Remote, USA Full-time

    [Remote] 💥 Brand New 💥 Coverage Attorney | Policyholder | Powerhouse Boutique with reputed company Recoveries | Dynamic Culture & reputed company Opportunities | Up to $400k Package | 📍 Hybrid/Remote in OC or Century reputed company

    Remote, USA Full-time

    Sales Development Representative (Contract)

    Remote, USA Full-time

    [Remote] reputed company

    Remote, USA Full-time

    Sales Specialist/Producer

    Remote, USA Full-time

    [Remote] Sales Development Representative

    Remote, USA Full-time

    Urgently Need Online English Teacher (reputed company) in reputed company Charleston, SC

    Remote, USA Full-time

    reputed company - X Part - Time Student reputed company Specialist

    Remote, USA Full-time

    Sr. Coordinator, Individualized Care

    Remote, USA Full-time