Senior Advisor of Plan Solutions

Location: Hybrid, Flexible work options available

Reports To: Chief Growth Officer

Job Type: Full-time

The Senior Advisor of Plan Solutions leads a team of inside sales or internal wholesalers responsible for driving sales, asset growth, within the Financial Advisor or HCM (Human Capital Management- Payroll providers) channel. This role oversees daily sales activity, pipeline management, territory alignment, and strategic coordination with external plan sponsors around plan set up, plan types, and escalations. The senior advisor will coach and develop inside sales talent, implement sales strategies, and ensure strong execution.