Sales Advisor

Summary

Join Human Interest, a high-growth tech company revolutionizing the retirement industry, as an Advisor Sales Executive. You will drive business with select financial advisor firms, focusing on product, portal, and process. Responsibilities include generating interest in Human Interest's offerings, activating new partnerships, and establishing credibility with advisors. This role requires significant experience in 401(k) sales and financial services, excellent communication skills, and a strong understanding of the competitive landscape. Human Interest offers a competitive salary, comprehensive benefits, and a collaborative, mission-driven work environment. The position involves approximately 30-50% travel (seasonal). We are committed to supporting employee engagement and growth, offering a robust suite of physical, financial, and mental wellness benefits.

Requirements

• 3-5 Years of Experience in 401(k) Sales
• 5-8 years of experience in Financial Services
• Excellent verbal and written communication skills, especially group presentations
• Strong knowledge of the competitive landscape within the 401(k) industry
• Demonstrated ability to drive sales; preferably within a new market, company, product, etc
• Thrives in a fast paced, ever changing environment
• Willingness to travel 30-50% (seasonal; as needed)

Responsibilities

• Drive a large volume of small and mid sized retirement plan business with selected financial advisory firms
• Maintain a high level of efficiency by focusing on group presentations (when plausible) versus one to one meetings
• Help activate new partnerships for Human Interest by gaining a working knowledge of how our new partners are structured, communicate, prospect, and sell
• Articulate information to the Associate Director of Advisor Sales and the Relationship Manager for the Firm
• Be the first representative from Human Interest that an advisor will meet after their firm signs an agreement with us
• Establish credibility with the advisors and demonstrate both our unique position in the marketplace and the opportunity for advisors that choose to work with us to scale their practice
• Execute the Product, Portal, and Process strategy
• Mastery of our product is required
• Demo our PartnerConnect portal to our focus firm relationships and explain the value
• Introduce our unique sales process and onboarding process
• Connect advisors with the rest of their team at HI
• Fill the top of the sales funnel with qualified opportunities for our Account Executives to sell along with the financial advisor

Preferred Qualifications

Prior wholesaling experience strongly preferred; experience working with Financial Advisors required

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
• Generous PTO and parental leave policies
• 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
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote