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Lead and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors. Own end-to-end advisor-channel sales processes, forecasting in Salesforce, partner relationships, cross-functional coordination, and performance management. Travel nationally for field rides and industry events to grow distribution and launched revenue.

The Partner Account Manager builds and develops key partner relationships to drive sales for retirement benefit solutions, collaborating cross-functionally to identify opportunities and promote partner sales initiatives.

Manage onboarding and launch of new 401(k) plans for clients and white-label partners. Drive high-volume activations, hit monthly targets, remove bottlenecks, communicate with clients, escalate operational issues, and collaborate cross-functionally to improve processes and customer experience.

The Partner Account Manager develops and manages relationships with partners, focusing on lead generation and partnership strategies, while collaborating cross-functionally to drive growth in the retirement benefits space.

The Account Executive is responsible for full-cycle sales, managing pipelines, demonstrating products, negotiating contracts, and documenting activities using Salesforce.

The Partner Account Manager engages and develops key accounts, builds referral networks, resolves issues, and collaborates on marketing initiatives to drive partner sales.