Director of Affinity and Partnership Sales; Virtual

Position: Director of Affinity and Partnership Sales (Virtual, United States)

Role Overview

Director of Affinity and Partnership Sales plays a critical role in driving revenue growth by developing and managing strategic relationships with channel partners such as Financial Advisors, Retirement Planners, Group Purchasing Organizations (GPOs), and other high‑value networks. This individual is responsible for identifying, recruiting, and onboarding new partners, equipping them with the tools and training needed to succeed, and collaborating with internal teams to execute effective channel strategies.

The ultimate goal is to maximize sales opportunities through a robust and well‑supported partner ecosystem.

Target Market

• Consumer Retirement
• High‑Net‑Worth Individuals
• Group Purchasing Organizations (GPOs)

Key Responsibilities Relationship Management

• Cultivate and sustain strong, long‑term partnerships with existing and prospective channel partners by fostering trust, transparency, and collaboration.
• Act as the primary point of contact for partner inquiries, ensuring timely resolution of issues and maintaining high levels of partner satisfaction.
• Develop joint business plans with partners to align objectives and drive mutual growth.

Sales Strategy Development

• Design and implement innovative, data‑driven strategies to maximize revenue through channel partnerships.
• Identify new market opportunities and tailor strategies to address evolving customer needs and competitive dynamics.
• Continuously refine approaches based on performance analytics and market feedback.

Partner Recruitment

• Proactively identify and evaluate potential channel partners using market research, industry networks, and strategic criteria.
• Lead onboarding processes, ensuring partners are equipped with the necessary tools, resources, and knowledge to succeed.
• Expand the company’s footprint in key markets by targeting high‑potential segments and building a diverse partner ecosystem.

Training & Enablement

• Develop and deliver comprehensive training programs covering product knowledge, sales techniques, and compliance requirements.
• Provide partners with marketing collateral, sales playbooks, and digital tools to enhance their effectiveness.
• Offer ongoing support through webinars, workshops, and dedicated account management to maintain engagement and performance.

Performance Monitoring

• Establish clear KPIs and performance benchmarks for channel partners.
• Utilize CRM and analytics platforms to track partner activity, pipeline health, and revenue contribution.
• Conduct regular performance reviews and deliver actionable insights to optimize outcomes and strengthen partnerships.

Cross‑Functional Collaboration

• Partner with internal teams, including marketing, operations, finance, and direct sales to ensure alignment on channel objectives.
• Coordinate joint campaigns and co‑marketing initiatives to amplify reach and impact.
• Facilitate smooth execution of channel programs by resolving operational bottlenecks and ensuring resource availability.

Sales Forecasting & Reporting

• Prepare accurate sales forecasts, pipeline analyses, and performance dashboards for leadership review.
• Translate data into strategic recommendations to guide decision‑making and resource allocation.
• Maintain transparency through timely reporting on partner performance and market trends.

Contract Negotiation

• Lead negotiations for partner agreements, ensuring terms are commercially sound and compliant with legal and corporate standards.
• Manage renewals and amendments to maintain long‑term viability and mutual benefit.
• Mitigate risks by enforcing contractual obligations and monitoring adherence to policies.

Market Intelligence

• Continuously monitor industry trends, competitor activities, and emerging technologies to identify new opportunities.
• Share insights with internal stakeholders to inform product development, pricing strategies, and go‑to‑market plans.
• Position the company as a thought leader by leveraging market knowledge in partner communications and strategic planning.

Ideal Experience / Critical Competencies for Success

• Sales & Channel Expertise:
  Proven experience in channel sales, partner management, or business development within a B2C or B2B environment.
• Relationship Building:
  Exceptional…