United Benefit Advisors® (UBA) · 3 days ago
Director of Partner Recruitment (Sales in the Employee Benefits industry)
United Benefit Advisors® (UBA) is a leading independent employee benefits advisory organization seeking a Director of Partner Recruitment. This role focuses on building and managing relationships with independent employee benefits advisory firms, driving the recruitment pipeline, and ensuring the strategic growth of UBA's partner network.
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Responsibilities
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
Qualification
Required
5+ years of professional experience in the employee benefits industry, preferably with a broker agency
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
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
Preferred
Business development experience strongly preferred
Experience with HubSpot's CRM functionality highly preferred
Benefits
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)
Company
United Benefit Advisors® (UBA)
United Benefit Advisors® (UBA) is the nation's leading independent employee benefits advisory organization with more than 200 offices throughout the United States and Canada.