Internal Wholesaler

Human Interest 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. 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 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 Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

Human Interest, the Retirement Industry Disruptor, is seeking a highly motivated and results-driven Internal Wholesaler to join our dynamic sales team. The Internal Wholesaler will be responsible for supporting the sales efforts of an assigned territory, primarily partnering with external wholesalers, and driving the adoption of our retirement plan solutions among financial advisors and plan sponsors. This role is critical in maintaining and growing our market share through frequent outbound communication, timely internal support, and product knowledge.

Sales and Business Development Support

• Proactively conduct outbound calls and emails to prospective and existing advisors to drive sales, promote product solutions, and schedule meetings for the External Wholesaler
• Partner closely with the assigned External Wholesaler to develop and execute a comprehensive territory sales plan, focusing on identifying and cultivating relationships with key financial advisors and intermediaries
• Monitor and present on an accurate pipeline to the Associate Director of Advisor Sales
• Field inbound calls and respond to advisor inquiries regarding product features, pricing, investment options, plan design, regulatory updates, and the proposal process
• Effectively articulate our value proposition, innovations, and velocity compared to our modern and legacy competitors
• Manage a full sales process for select opportunities

Relationship Management and Service

• Serve as an on-demand point of contact for financial advisors within the territory, providing timely and accurate information and exceptional support
• Maintain accurate and detailed records of all sales activities, advisor interactions, and pipeline progress within Salesforce and Outreach
• Design and execute prospecting and nurturing campaigns in Outreach
• Drive follow-up activities and timeline, including sending marketing materials, proposals, docusigns, and other requested documentation

Product and Market Expertise

• Develop a deep understanding of our 401(k) recordkeeping platform, administrative capabilities, participant services, and fee structure in addition to our implementation and ongoing service structures
• Stay current on industry trends, regulatory changes (e.g., ERISA, SEC), and competitor offerings to effectively position our solutions. Become an expert and quickly delivering talk tracks and listening for key clues from advisors

• Bachelor's degree (preferably in Finance, Economics, Business, or a related field)
• Minimum of 2-3 years of sales experience in the 401(k) industry
• Proven track record of meeting or exceeding sales support goals in a high-activity environment.
• Excellent verbal and written communication skills, with the ability to articulate complex financial concepts clearly and persuasively.
• Strong organizational skills and attention to detail, with proficiency in Salesforce and Outreach

• Prior experience as an Internal Wholesaler in the 401(k) or defined contribution space
• Professional designations such CRPS, QKA, AIF, CPFA, ChFC, etc.
• Demonstrated knowledge of retirement plan regulatory bodies and legislation (FINRA, SEC, ERISA) and plan design

• No fear of the phone - you will be making many outbound calls every week
• Highly energetic, self-starter with a strong work ethic
• Team-oriented mentality with the…