Advisor Sales Executive

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly 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. Human Interest 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 tech company changing the retirement industry. We’ve raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, 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.

About the role

This role will be focused on driving business with select financial advisor firms. The Advisor Sales Executive will utilize a sales process focused on Product, Portal, and Process. They will be responsible for generating interest in and knowledge of Human Interest’s product, our PartnerConnect advisor portal, and our unique sales and implementation processes.

What you get to do every day

• 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. 
• Will also need to be able to articulate this 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. 
• They will need to 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.

What you bring to the role

• 3-5 Years of Experience in 401(k) Sales
• 5-8 years of experience in Financial Services
• Prior wholesaling experience strongly preferred; experience working with Financial Advisors required
• 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)

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’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 Human Interest. 

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Compensation - At Human Interest, 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 US. The base salary for this position spans $85,000 - $90,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

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
  

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)

Human Interest 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.

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@humaninterest.com.

Please note Human Interest 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.

See more: https://humaninterest.com/disclosures