USAAssociate Director of Advisor Sales
2 нед. назад
USADirectorRemote
salesforce
Lead and manage a team driving retirement plan sales through financial advisor partnerships in a fintech company.
Обязанности
- Reporting to the VP of Sales, the Associate Director of Advisor Sales will build, lead, and manage a team of Advisor Sales Executives responsible for driving retirement plan sales through financial advisors who partner with . You will own the end-to-end sales process, forecast, distribution, and strategy for the advisor channel, and you will be measured on partner leads, bookings, and ultimately launched revenue.
- You're the right fit for this role if you are a passionate and agile leader who is forward-thinking, collaborative, inspirational, and want to disrupt a broken industry. We move with high velocity, have grit, live and breathe in Salesforce, and default to action. And finally, as we go 24,791 mph, you should be comfortable with change.
- This is a fully remote position.
Требования
- 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
- Courage, Passion, Resilience, and Drive
- Core Competencies: Organizational Leadership, Strong Business Acumen, Strategic Insights, Trusted Advisor, Strategic Sales Planning, Sales Team Leadership
- Professional Competencies: Adaptability, Customer Focus, Drive for Results, Influencing Impact, Judgment, Collaboration, Executive Maturity/Presence, Value Selling, Analytical Problem Solving, Organized & Disciplined, Initiates/Embraces Change
- CRM experience (particularly Salesforce) to manage the sales process and forecast sales
- Exceptional communication skills; written and verbal
- Strong understanding of the Sales process, demands, and needs for continued success
- Willing to flex with constant change and day-to-day competing priorities
- A team player and big picture thinking mentality
Условия
- 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 at , managing the end-to-end sales process along with the forecast, distribution, and strategy
- Manage the end-to-end sales process for advisor business, including forecasting, leveraging Salesforce
- Keep an eye on performance and accurately forecast commits and stretch goals on a weekly basis. Performance manage the team as needed
- 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 to ensure every advisor relationship is being managed effectively and efficiently
- Partner cross-functionally with marketing, training, and implementation to get plans to launch faster and to ensure new hires (we hire and ramp quickly) are prepared and hit the ground running
- Create a high-performance culture and drive ownership and accountability, while having fun in the process
- Travel nationally to field ride with individuals on the team and to attend necessary meetings on a national level, such as sales conferences, trade shows, or partnership meetings
Другое
- is on a mission to ensure that people in all lines of work have access to retirement benefits.
- More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
- We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.
- is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
- Join and make a lasting impact by shaping the future of retirement.
- Our operating principles define how we work together as a team. They reflect ’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at .
- Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
- Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
- Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
- An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
- Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.
- Compensation - At , there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The 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.The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At , base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are of
- Benefits -
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
- We’re a great place to work (but don’t take our word for it)
- Here’s a list of our awards and accolades:
- Certified as a Great Place To Work® (2023-2025)
- Fortune Best Place to Work in the Bay Area (2024)
- Best Places to Work by Built In (2023-2024)
- America’s Best Startup Employers by Forbes (2020-2022, 2024)
- A Top Company by Y Combinator (2020-2023)
- Inc. Fastest Growing Companies (2021)
- is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.
- We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@.com . Protect yourself against fraud and identity theft . Apply to our open positions directly via our careers page on Greenhouse. will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @ .com email address. If you have questions, please reach out to us directly at careers@.com
- Please note does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.
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