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Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible to all working Americans. Backed by top-tier investors including BlackRock, SoftBank, and TPG, the company provides affordable 401(k) solutions for small and medium-sized businesses.
As Associate Director of Advisor Sales, you will report to the VP of Sales and lead a team of Advisor Sales Executives focused on driving retirement plan sales through the financial advisor channel. You own the end-to-end sales process, forecasting, distribution strategy, and channel performance for advisor partnerships.
Key responsibilities include:
- Building, coaching, mentoring, and developing a high-performing sales team
- Owning all sales metrics for the advisor business, including forecasting and performance management
- Managing the complete sales pipeline and process using Salesforce
- Weekly performance tracking and forecasting of commits and stretch goals
- Building and deepening relationships across the financial advisor channel to expand distribution
- Partnering with internal wholesalers on outreach strategy, messaging, and analytics
- Cross-functional collaboration with marketing, training, and implementation teams
- Creating a high-performance culture with accountability and ownership
- National travel for field rides, sales conferences, trade shows, and partnership meetings
You bring 10+ years of retirement industry experience in sales-oriented roles, with a proven track record in quota-driven environments. You have experience building relationships and distributing through the financial advisor channel, plus demonstrated success leading and developing sales teams. You are proficient in Salesforce and CRM tools, with exceptional communication skills and strong business acumen. You embody courage, passion, resilience, and drive, with the adaptability to thrive in a fast-moving, high-velocity environment.
