Director of Partner ; Sales industry

Director of Partner Recruitment

Remote (U.S.

-based) with Occasional Travel

Reports To:

President

United Benefits Advisors® (UBA) is seeking a Director of Partner Recruitment focused on building and managing key relationships with prospective independent employee benefits advisory firms and current UBA Partner Firms. The role requires a keen understanding of the employee benefits industry and the nuances of sales and prospecting. The Director will spend a majority of their time proactively pursuing new prospects, building connections, and expanding the UBA mission and brand.

• Own and drive the recruitment pipeline
• Manage the full recruitment lifecycle from lead generation through onboarding for qualified employee benefits advisory firms
• Ensure timely, strategic follow-up as well as high-quality vetting, and measurable conversion rates aligned with new member firm revenue goals set by the UBA Board.

• Sell the value of UBA membership
• Lead discovery conversations, tailor proposals, and deliver compelling presentations that articulate the strategic value of UBA.
• Guide prospects through consultative sales experience and act as the primary relationship owner until onboarding.
• Learn the unique needs of UBA Partner Firms and how they derive value and growth in their businesses by engaging in UBA.
• Collaborate with Marketing as needed for messaging or content that attracts ideal prospects.
• Represent UBA at conferences and industry events 1-2 times per year to elevate brand visibility and generate pipeline growth.

• Lead, manage and hold accountable
• Direct the recruitment team, including the Recruitment Coordinator.
• Collaborate cross-functionally with Marketing, Operations, and Leadership to align recruitment efforts with broader organizational goals.
• Implement feedback loops for continuous improvement.
• Drive a culture of accountability, high emotional intelligence, and inclusive leadership.
• Champion UBA's values of being Curiously Engaged
  , embracing Progress over Comfort
  , Leading with Light
  , being Here to Help
  , and maintaining Focus to Flourish
  .

• Measure performance and report impact
• Own recruitment metrics-including conversion rates, sales cycle length, firm quality, and revenue impact.
• Maintain CRM accuracy.
• Report performance regularly to senior leadership.
• Use data insights to improve recruitment effectiveness.

• Liaise with and guide the UBA Partnership Committee
• Serve as the primary corporate liaison to the UBA Partnership Committee whose mission is to evaluate and recommend prospective Partners to the UBA Board for approval in accordance with UBA policies.
• Develop the agenda for monthly meetings in conjunction with the Chair and Vice Chair of the committee.
• Ensure prospective partner firm applications and supporting materials are clear and completed to be reviewed for approval.

• 5+ years of professional experience in the employee benefits industry, preferably with a broker agency.
• Business development experience strongly preferred.
• BA/BS degree or equivalent relevant industry experience.
• High emotional intelligence with a demonstrated ability to build trust, resolve conflict, and create cohesion.
• Exceptional communication and interpersonal skills—written, verbal, and across mediums.
• Strong project management skills; able to keep multiple complex initiatives on track and under control.
• Tech-savvy with advanced experience with the Microsoft Office Suite and social media platforms.
• Experience with Hub Spot's CRM functionality highly preferred.
• Must be self-motivated, work well independently, and enjoy collaborating with a team.
• Resourceful and self-sufficient in developing leads based on changing strategic imperatives.

• Remote work privileges
• Excellent salary package (base + commission) commensurate with experience
• Generous paid time off
• Health, dental, vision, life, and disability insurance
• 401(k) with company match
• Paid parental leave
• Wellness reimbursement
• Commuter reimbursement assistance (Chicago area candidates only)

United Benefit Advisors® (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout…